VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 838 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $233,935 | +4.1% | 1,092 | +11.7% | 0.01% | 0.0% |
| Q2 2023 | $224,740 | +6.2% | 978 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $211,700 | +35.6% | 978 | +25.7% | 0.01% | +27.3% |
| Q4 2022 | $156,067 | +940.4% | 778 | +897.4% | 0.01% | +1000.0% |
| Q3 2022 | $15,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $15,000 | +400.0% | 78 | +550.0% | 0.00% | – |
| Q1 2021 | $3,000 | -99.6% | 12 | -99.5% | 0.00% | -100.0% |
| Q4 2020 | $688,000 | +22.6% | 2,574 | -1.4% | 0.13% | +3.2% |
| Q3 2020 | $561,000 | +56000.0% | 2,611 | +52120.0% | 0.12% | – |
| Q4 2019 | $1,000 | – | 5 | – | 0.00% | – |
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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% |