VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 833 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $114,135 | +6.3% | 497 | +0.2% | 0.01% | 0.0% |
Q1 2023 | $107,331 | +8.1% | 496 | +0.2% | 0.01% | +8.3% |
Q4 2022 | $99,304 | +3.4% | 495 | +0.2% | 0.01% | -7.7% |
Q3 2022 | $96,000 | -1.0% | 494 | +0.2% | 0.01% | +8.3% |
Q2 2022 | $97,000 | -20.5% | 493 | +0.2% | 0.01% | -7.7% |
Q1 2022 | $122,000 | -20.3% | 492 | -9.2% | 0.01% | -18.8% |
Q4 2021 | $153,000 | +0.7% | 542 | 0.0% | 0.02% | -5.9% |
Q3 2021 | $152,000 | -3.2% | 542 | +0.2% | 0.02% | 0.0% |
Q2 2021 | $157,000 | +5.4% | 541 | 0.0% | 0.02% | -5.6% |
Q1 2021 | $149,000 | +2.8% | 541 | 0.0% | 0.02% | -10.0% |
Q4 2020 | $145,000 | +25.0% | 541 | +0.4% | 0.02% | +5.3% |
Q3 2020 | $116,000 | +7.4% | 539 | 0.0% | 0.02% | 0.0% |
Q2 2020 | $108,000 | +30.1% | 539 | -2.7% | 0.02% | +11.8% |
Q1 2020 | $83,000 | -29.1% | 554 | -5.8% | 0.02% | -43.3% |
Q4 2019 | $117,000 | +11.4% | 588 | +2.4% | 0.03% | +11.1% |
Q3 2019 | $105,000 | -1.9% | 574 | +0.2% | 0.03% | -6.9% |
Q2 2019 | $107,000 | +11.5% | 573 | +7.3% | 0.03% | +3.6% |
Q1 2019 | $96,000 | +20.0% | 534 | 0.0% | 0.03% | 0.0% |
Q4 2018 | $80,000 | -20.0% | 534 | +0.4% | 0.03% | -12.5% |
Q3 2018 | $100,000 | +6.4% | 532 | 0.0% | 0.03% | 0.0% |
Q2 2018 | $94,000 | +8.0% | 532 | +0.2% | 0.03% | -3.0% |
Q1 2018 | $87,000 | +13.0% | 531 | +0.6% | 0.03% | -2.9% |
Q2 2017 | $77,000 | – | 528 | – | 0.03% | – |
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% |