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 | $57,433,753 | +3.2% | 268,156 | +10.1% | 0.22% | +2.8% |
| Q2 2023 | $55,643,920 | +177590.9% | 243,543 | +68.3% | 0.22% | +60.0% |
| Q1 2023 | $31,315 | +8.9% | 144,707 | +0.9% | 0.14% | -6.9% |
| Q4 2022 | $28,761 | -99.9% | 143,424 | -1.4% | 0.14% | -1.4% |
| Q3 2022 | $28,392,000 | +277.1% | 145,509 | +280.7% | 0.15% | +267.5% |
| Q2 2022 | $7,530,000 | -11.1% | 38,220 | +11.9% | 0.04% | -2.4% |
| Q1 2022 | $8,473,000 | -8.1% | 34,154 | +4.4% | 0.04% | -4.7% |
| Q4 2021 | $9,219,000 | +16.3% | 32,718 | +15.6% | 0.04% | +2.4% |
| Q3 2021 | $7,926,000 | +3.1% | 28,294 | +6.6% | 0.04% | -2.3% |
| Q2 2021 | $7,691,000 | +8.6% | 26,540 | +2.9% | 0.04% | -10.4% |
| Q1 2021 | $7,083,000 | +17.3% | 25,791 | +14.3% | 0.05% | +4.3% |
| Q4 2020 | $6,039,000 | +34.6% | 22,562 | +8.1% | 0.05% | +9.5% |
| Q3 2020 | $4,485,000 | +12.6% | 20,867 | +4.6% | 0.04% | 0.0% |
| Q2 2020 | $3,982,000 | +38.6% | 19,948 | +4.4% | 0.04% | +10.5% |
| Q1 2020 | $2,872,000 | -28.1% | 19,106 | -5.0% | 0.04% | -24.0% |
| Q4 2019 | $3,996,000 | +77.2% | 20,109 | +62.4% | 0.05% | +61.3% |
| Q3 2019 | $2,255,000 | -2.7% | 12,386 | -0.5% | 0.03% | -3.1% |
| Q2 2019 | $2,318,000 | +0.1% | 12,449 | -3.4% | 0.03% | -3.0% |
| Q1 2019 | $2,316,000 | +110.4% | 12,885 | +76.2% | 0.03% | +73.7% |
| Q4 2018 | $1,101,000 | – | 7,314 | – | 0.02% | – |
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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% |