VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 758 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $697,557 | -11.0% | 3,257 | -4.5% | 0.16% | -4.7% |
| Q2 2023 | $783,743 | +7.5% | 3,411 | +1.2% | 0.17% | +2.4% |
| Q1 2023 | $729,343 | +9.0% | 3,370 | +1.0% | 0.17% | +4.4% |
| Q4 2022 | $668,824 | -7.1% | 3,335 | -9.6% | 0.16% | -12.2% |
| Q3 2022 | $720,000 | -3.2% | 3,688 | -2.3% | 0.18% | 0.0% |
| Q2 2022 | $744,000 | -26.4% | 3,775 | -7.3% | 0.18% | -12.1% |
| Q1 2022 | $1,011,000 | -34.1% | 4,073 | -25.1% | 0.21% | -29.2% |
| Q4 2021 | $1,533,000 | +238.4% | 5,440 | +236.4% | 0.29% | +188.1% |
| Q3 2021 | $453,000 | – | 1,617 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 117,818 | $17,708,000 | 23.18% |
| Radnor Financial Advisors, LLC | 125,322 | $18,835,000 | 16.01% |
| DWM Financial Group, Inc. | 32,814 | $4,932,000 | 10.84% |
| BALASA DINVERNO & FOLTZ LLC | 544,919 | $81,901,000 | 10.30% |
| Summit Financial Strategies, Inc. | 119,655 | $17,984,000 | 9.75% |
| BHK Investment Advisors, LLC | 73,738 | $11,083,000 | 7.89% |
| Mosaic Family Wealth, LLC | 84,664 | $12,725,000 | 6.45% |
| CHOREO, LLC | 332,173 | $49,926,000 | 6.14% |
| INSPIRION WEALTH ADVISORS, LLC | 79,427 | $11,938,000 | 5.89% |
| Bishop & Co Investment Management, LLC | 42,325 | $8,410,000 | 5.63% |