VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 833 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $227,245 | -13.3% | 1,061 | -7.0% | 0.04% | -12.2% |
| Q2 2023 | $262,133 | +6.0% | 1,141 | -0.2% | 0.04% | 0.0% |
| Q1 2023 | $247,357 | +8.3% | 1,143 | +0.4% | 0.04% | 0.0% |
| Q4 2022 | $228,415 | +6.7% | 1,139 | +3.8% | 0.04% | -2.4% |
| Q3 2022 | $214,000 | +1.4% | 1,097 | +2.4% | 0.04% | 0.0% |
| Q2 2022 | $211,000 | -16.9% | 1,071 | +4.8% | 0.04% | -8.7% |
| Q1 2022 | $254,000 | -7.0% | 1,022 | +5.4% | 0.05% | -4.2% |
| Q4 2021 | $273,000 | -0.4% | 970 | -0.8% | 0.05% | -9.4% |
| Q3 2021 | $274,000 | -5.2% | 978 | -2.0% | 0.05% | -5.4% |
| Q2 2021 | $289,000 | +5.5% | 998 | 0.0% | 0.06% | +3.7% |
| Q1 2021 | $274,000 | -20.6% | 998 | -22.6% | 0.05% | -22.9% |
| Q4 2020 | $345,000 | +22.3% | 1,289 | -1.7% | 0.07% | +12.9% |
| Q3 2020 | $282,000 | +7.6% | 1,311 | -0.1% | 0.06% | 0.0% |
| Q2 2020 | $262,000 | +27.8% | 1,312 | -4.0% | 0.06% | +8.8% |
| Q1 2020 | $205,000 | -30.7% | 1,367 | -8.3% | 0.06% | +21.3% |
| Q4 2019 | $296,000 | +8.0% | 1,491 | -2.1% | 0.05% | +62.1% |
| Q2 2019 | $274,000 | 0.0% | 1,523 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $274,000 | – | 1,523 | – | 0.03% | – |
Download | ||||||
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% |