VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 831 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.33 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,356,945 | -6.1% | 95,046 | +0.7% | 9.36% | +0.9% |
| Q2 2023 | $21,676,624 | +6.1% | 94,353 | -0.1% | 9.28% | +3.9% |
| Q1 2023 | $20,436,218 | +41.0% | 94,433 | +30.6% | 8.93% | +9.5% |
| Q4 2022 | $14,498,889 | -15.1% | 72,299 | -17.4% | 8.16% | -4.9% |
| Q3 2022 | $17,075,000 | -7.2% | 87,507 | -6.3% | 8.57% | +3.7% |
| Q2 2022 | $18,396,000 | -11.6% | 93,368 | +11.4% | 8.27% | -4.9% |
| Q1 2022 | $20,800,000 | -3.4% | 83,827 | +9.7% | 8.70% | +2.4% |
| Q4 2021 | $21,531,000 | +2.3% | 76,407 | +1.7% | 8.49% | -2.0% |
| Q3 2021 | $21,042,000 | -4.1% | 75,109 | -0.8% | 8.67% | -3.3% |
| Q2 2021 | $21,938,000 | +12.0% | 75,702 | +3.4% | 8.96% | -1.5% |
| Q1 2021 | $19,595,000 | 0.0% | 73,207 | 0.0% | 9.10% | -0.5% |
| Q4 2020 | $19,595,000 | +28.8% | 73,207 | +3.4% | 9.14% | +6.8% |
| Q3 2020 | $15,217,000 | +0.5% | 70,800 | -6.7% | 8.56% | -4.3% |
| Q2 2020 | $15,145,000 | +36.7% | 75,875 | +2.9% | 8.95% | +13.4% |
| Q1 2020 | $11,083,000 | -21.8% | 73,738 | +3.4% | 7.89% | -2.2% |
| Q4 2019 | $14,165,000 | +29.7% | 71,288 | +18.8% | 8.07% | +28.0% |
| Q3 2019 | $10,921,000 | -2.3% | 59,991 | -0.0% | 6.31% | -0.7% |
| Q2 2019 | $11,173,000 | +6.8% | 60,004 | +3.1% | 6.35% | +0.1% |
| Q1 2019 | $10,464,000 | +19.7% | 58,224 | +0.3% | 6.35% | -3.4% |
| Q4 2018 | $8,745,000 | -15.8% | 58,073 | +4.8% | 6.57% | -5.9% |
| Q3 2018 | $10,382,000 | +2.8% | 55,425 | -3.5% | 6.99% | -0.6% |
| Q2 2018 | $10,101,000 | +3.6% | 57,458 | -3.4% | 7.03% | -2.4% |
| Q1 2018 | $9,753,000 | +6.8% | 59,490 | +4.8% | 7.20% | -6.6% |
| Q4 2017 | $9,129,000 | – | 56,754 | – | 7.70% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 85,208 | $22,807,000 | 22.41% |
| Radnor Financial Advisors, LLC | 141,213 | $37,797,000 | 17.56% |
| BALASA DINVERNO & FOLTZ LLC | 503,793 | $134,845,000 | 11.19% |
| Summit Financial Strategies, Inc. | 114,096 | $30,539,000 | 10.49% |
| BHK Investment Advisors, LLC | 73,207 | $19,595,000 | 9.14% |
| CHOREO, LLC | 409,770 | $109,679,000 | 7.77% |
| Mosaic Family Wealth, LLC | 76,405 | $20,450,000 | 6.83% |
| AFFINITY WEALTH MANAGEMENT LLC | 112,643 | $32,175,000 | 6.79% |
| Bishop & Co Investment Management, LLC | 45,510 | $12,181,000 | 6.73% |
| RFG HOLDINGS, INC. | 38,149 | $10,211,000 | 6.67% |