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 | $1,957,438 | -6.8% | 9,139 | +0.0% | 0.93% | -1.0% |
| Q2 2023 | $2,099,310 | +6.9% | 9,138 | +0.7% | 0.94% | +0.6% |
| Q1 2023 | $1,964,618 | +6.2% | 9,078 | -1.6% | 0.94% | +0.3% |
| Q4 2022 | $1,850,226 | -20.8% | 9,226 | -22.9% | 0.93% | -23.3% |
| Q3 2022 | $2,336,000 | +12.7% | 11,970 | +13.8% | 1.22% | +19.5% |
| Q2 2022 | $2,073,000 | -33.4% | 10,519 | -16.1% | 1.02% | -21.2% |
| Q1 2022 | $3,112,000 | -11.7% | 12,542 | +0.3% | 1.29% | -6.8% |
| Q4 2021 | $3,524,000 | +4.8% | 12,505 | +4.2% | 1.39% | -7.6% |
| Q3 2021 | $3,361,000 | +17.4% | 11,996 | +21.4% | 1.50% | +10.2% |
| Q2 2021 | $2,864,000 | +29.0% | 9,882 | +22.2% | 1.36% | +11.4% |
| Q1 2021 | $2,221,000 | -13.7% | 8,086 | -15.9% | 1.22% | -13.5% |
| Q4 2020 | $2,574,000 | +53.5% | 9,617 | +25.2% | 1.42% | +32.0% |
| Q3 2020 | $1,677,000 | +20.7% | 7,683 | +10.4% | 1.07% | +10.5% |
| Q2 2020 | $1,389,000 | +37.7% | 6,957 | +4.7% | 0.97% | +22.9% |
| Q1 2020 | $1,009,000 | +682.2% | 6,642 | +921.8% | 0.79% | +911.5% |
| Q4 2019 | $129,000 | -82.0% | 650 | -83.0% | 0.08% | -84.3% |
| Q3 2018 | $716,000 | -41.4% | 3,822 | -45.0% | 0.50% | -46.0% |
| Q2 2018 | $1,221,000 | +4.3% | 6,948 | -2.7% | 0.92% | -0.5% |
| Q1 2018 | $1,171,000 | +15.4% | 7,143 | +13.2% | 0.92% | +28.0% |
| Q4 2017 | $1,015,000 | – | 6,312 | – | 0.72% | – |
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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% |