VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 825 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,283,114 | -14.4% | 10,660 | -8.1% | 0.25% | -20.0% |
| Q2 2023 | $2,666,245 | -5.3% | 11,605 | -10.8% | 0.31% | -8.8% |
| Q1 2023 | $2,816,224 | -44.7% | 13,013 | -48.7% | 0.34% | -45.7% |
| Q4 2022 | $5,089,452 | +40.0% | 25,379 | +36.2% | 0.63% | +25.0% |
| Q3 2022 | $3,635,000 | +0.9% | 18,629 | +1.9% | 0.50% | +7.5% |
| Q2 2022 | $3,602,000 | +17.6% | 18,280 | +48.1% | 0.47% | +34.3% |
| Q1 2022 | $3,063,000 | -11.4% | 12,344 | +0.6% | 0.35% | -14.7% |
| Q4 2021 | $3,459,000 | +406.4% | 12,274 | +403.7% | 0.41% | +352.2% |
| Q3 2021 | $683,000 | -2.4% | 2,437 | +1.0% | 0.09% | -7.2% |
| Q2 2021 | $700,000 | +75.9% | 2,414 | +66.5% | 0.10% | +44.8% |
| Q1 2021 | $398,000 | +3.4% | 1,450 | +0.7% | 0.07% | -8.2% |
| Q4 2020 | $385,000 | +26.2% | 1,440 | +1.4% | 0.07% | +4.3% |
| Q3 2020 | $305,000 | +22.5% | 1,420 | +13.2% | 0.07% | +14.8% |
| Q4 2019 | $249,000 | +9.2% | 1,254 | 0.0% | 0.06% | -4.7% |
| Q3 2019 | $228,000 | – | 1,254 | – | 0.06% | – |
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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% |