VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 758 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $482,858 | -11.4% | 2,254 | -5.0% | 0.07% | -10.3% |
| Q2 2023 | $545,212 | +7.3% | 2,373 | +1.1% | 0.08% | +1.3% |
| Q1 2023 | $507,888 | +4.8% | 2,347 | -2.9% | 0.08% | -2.5% |
| Q4 2022 | $484,406 | -14.3% | 2,416 | -16.5% | 0.08% | -26.9% |
| Q3 2022 | $565,000 | -5.8% | 2,895 | -5.0% | 0.11% | -1.8% |
| Q2 2022 | $600,000 | -20.6% | 3,046 | 0.0% | 0.11% | -12.7% |
| Q1 2022 | $756,000 | -26.2% | 3,046 | -16.3% | 0.13% | -35.4% |
| Q4 2021 | $1,025,000 | -1.6% | 3,639 | -2.2% | 0.20% | -11.8% |
| Q3 2021 | $1,042,000 | -2.2% | 3,719 | +1.2% | 0.22% | -4.7% |
| Q2 2021 | $1,065,000 | +29.2% | 3,676 | +22.6% | 0.23% | +16.6% |
| Q1 2021 | $824,000 | -20.5% | 2,999 | -22.5% | 0.20% | +93.2% |
| Q4 2020 | $1,036,000 | +81.8% | 3,870 | +45.9% | 0.10% | +56.1% |
| Q3 2020 | $570,000 | +5.4% | 2,653 | -2.2% | 0.07% | +10.0% |
| Q2 2020 | $541,000 | -69.6% | 2,712 | -77.1% | 0.06% | -75.2% |
| Q1 2020 | $1,778,000 | -16.3% | 11,833 | +10.8% | 0.24% | -20.4% |
| Q4 2019 | $2,123,000 | +29.9% | 10,684 | +19.1% | 0.30% | -1.0% |
| Q3 2019 | $1,634,000 | +2.5% | 8,973 | +4.8% | 0.31% | 0.0% |
| Q2 2019 | $1,594,000 | +16.9% | 8,558 | +12.8% | 0.31% | +10.8% |
| Q1 2019 | $1,363,000 | +33.4% | 7,586 | +11.8% | 0.28% | +1.8% |
| Q4 2018 | $1,022,000 | – | 6,785 | – | 0.27% | – |
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% |