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 | $264,738 | -2.6% | 1,236 | +4.5% | 0.02% | -20.0% |
Q2 2023 | $271,793 | +4.1% | 1,183 | -1.9% | 0.02% | +47.1% |
Q1 2023 | $261,000 | -16.0% | 1,206 | -22.2% | 0.02% | -45.2% |
Q4 2022 | $310,843 | -22.9% | 1,550 | +38.1% | 0.03% | +93.8% |
Q3 2022 | $403,000 | +63.8% | 1,122 | -10.3% | 0.02% | -52.9% |
Q2 2022 | $246,000 | -79.8% | 1,251 | -74.5% | 0.03% | -74.0% |
Q1 2022 | $1,216,000 | -52.5% | 4,902 | -46.1% | 0.13% | -50.8% |
Q4 2021 | $2,562,000 | -12.5% | 9,092 | -8.2% | 0.27% | -28.3% |
Q3 2021 | $2,928,000 | -22.7% | 9,905 | -24.2% | 0.37% | -29.9% |
Q2 2021 | $3,786,000 | +5.3% | 13,066 | -0.2% | 0.53% | -14.3% |
Q1 2021 | $3,594,000 | +7.4% | 13,088 | +4.7% | 0.62% | -10.4% |
Q4 2020 | $3,345,000 | +87.6% | 12,496 | +50.6% | 0.69% | +62.5% |
Q3 2020 | $1,783,000 | +54.9% | 8,295 | +43.8% | 0.42% | +41.8% |
Q2 2020 | $1,151,000 | +21.0% | 5,767 | -8.9% | 0.30% | -7.4% |
Q1 2020 | $951,000 | -30.4% | 6,329 | -8.0% | 0.32% | -9.5% |
Q4 2019 | $1,367,000 | +16.9% | 6,883 | +7.2% | 0.36% | +6.2% |
Q3 2019 | $1,169,000 | -10.0% | 6,421 | -8.0% | 0.34% | -19.8% |
Q2 2019 | $1,299,000 | +10.6% | 6,976 | +6.7% | 0.42% | +9.4% |
Q1 2019 | $1,174,000 | +30.9% | 6,536 | +9.6% | 0.38% | -0.5% |
Q4 2018 | $897,000 | -19.6% | 5,966 | +0.1% | 0.38% | -26.2% |
Q3 2018 | $1,116,000 | +55.2% | 5,963 | +36.0% | 0.52% | +57.7% |
Q1 2018 | $719,000 | +15.0% | 4,385 | +12.8% | 0.33% | +14.5% |
Q4 2017 | $625,000 | – | 3,886 | – | 0.29% | – |
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% |