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 | $202,412 | +708.3% | 945 | +767.0% | 0.04% | +680.0% |
Q2 2023 | $25,042 | +118.3% | 109 | +105.7% | 0.01% | +150.0% |
Q1 2023 | $11,470 | +14.7% | 53 | 0.0% | 0.00% | -33.3% |
Q3 2022 | $10,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $10,000 | -33.3% | 53 | -11.7% | 0.00% | 0.0% |
Q1 2022 | $15,000 | -11.8% | 60 | 0.0% | 0.00% | -25.0% |
Q4 2021 | $17,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $17,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $17,000 | +6.2% | 60 | 0.0% | 0.00% | -20.0% |
Q1 2021 | $16,000 | – | 60 | – | 0.01% | – |
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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% |