VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $860,195 | +0.3% | 4,055 | +8.7% | 0.31% | +2.3% |
| Q2 2023 | $857,296 | -11.3% | 3,732 | -16.5% | 0.30% | -11.1% |
| Q1 2023 | $967,029 | +39.8% | 4,470 | +29.6% | 0.34% | +28.9% |
| Q4 2022 | $691,955 | +0.6% | 3,450 | -2.1% | 0.27% | -8.9% |
| Q3 2022 | $688,000 | -44.3% | 3,525 | -43.8% | 0.29% | -41.2% |
| Q2 2022 | $1,235,000 | -18.3% | 6,269 | +4.1% | 0.50% | -9.6% |
| Q1 2022 | $1,511,000 | -13.3% | 6,021 | -2.7% | 0.55% | -12.7% |
| Q4 2021 | $1,743,000 | +1.7% | 6,187 | +2.3% | 0.63% | -8.3% |
| Q3 2021 | $1,714,000 | +6.2% | 6,048 | +9.1% | 0.69% | +0.1% |
| Q2 2021 | $1,614,000 | +9.5% | 5,546 | +5.2% | 0.69% | -10.6% |
| Q1 2021 | $1,474,000 | +63.6% | 5,273 | +56.6% | 0.77% | +42.6% |
| Q4 2020 | $901,000 | +186.0% | 3,368 | +129.7% | 0.54% | +128.9% |
| Q3 2020 | $315,000 | – | 1,466 | – | 0.24% | – |
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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% |