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 | $348,471 | -5.1% | 1,627 | +1.8% | 0.22% | -2.2% |
| Q2 2023 | $367,125 | +7.2% | 1,598 | +0.9% | 0.23% | +7.5% |
| Q1 2023 | $342,577 | +7.9% | 1,583 | 0.0% | 0.21% | +7.0% |
| Q4 2022 | $317,455 | +2.7% | 1,583 | 0.0% | 0.20% | -7.4% |
| Q3 2022 | $309,000 | -1.0% | 1,583 | 0.0% | 0.22% | +6.4% |
| Q2 2022 | $312,000 | -20.6% | 1,583 | 0.0% | 0.20% | -4.3% |
| Q1 2022 | $393,000 | -11.9% | 1,583 | 0.0% | 0.21% | -11.3% |
| Q4 2021 | $446,000 | +1.4% | 1,583 | +0.8% | 0.24% | -6.7% |
| Q3 2021 | $440,000 | -3.3% | 1,570 | 0.0% | 0.26% | +0.4% |
| Q2 2021 | $455,000 | +5.6% | 1,570 | 0.0% | 0.25% | +1.2% |
| Q1 2021 | $431,000 | +2.6% | 1,570 | 0.0% | 0.25% | -10.4% |
| Q4 2020 | $420,000 | +24.6% | 1,570 | 0.0% | 0.28% | +13.8% |
| Q3 2020 | $337,000 | +7.7% | 1,570 | 0.0% | 0.25% | +6.5% |
| Q2 2020 | $313,000 | +32.6% | 1,570 | 0.0% | 0.23% | +10.5% |
| Q1 2020 | $236,000 | -24.4% | 1,570 | 0.0% | 0.21% | +0.5% |
| Q4 2019 | $312,000 | +9.1% | 1,570 | 0.0% | 0.21% | +2.5% |
| Q3 2019 | $286,000 | -2.1% | 1,570 | 0.0% | 0.20% | -2.4% |
| Q2 2019 | $292,000 | +3.5% | 1,570 | 0.0% | 0.21% | +7.2% |
| Q1 2019 | $282,000 | +19.5% | 1,570 | 0.0% | 0.19% | +7.8% |
| Q4 2018 | $236,000 | -19.7% | 1,570 | 0.0% | 0.18% | -13.5% |
| Q3 2018 | $294,000 | +6.5% | 1,570 | 0.0% | 0.21% | +1.0% |
| Q2 2018 | $276,000 | – | 1,570 | – | 0.21% | – |
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% |