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 | $369,968 | -53.2% | 1,727 | -49.8% | 0.10% | -48.4% |
| Q2 2023 | $790,709 | +4.8% | 3,442 | -1.3% | 0.19% | -3.1% |
| Q1 2023 | $754,661 | +11.4% | 3,487 | +3.2% | 0.19% | +1.6% |
| Q4 2022 | $677,456 | +5.7% | 3,378 | +2.9% | 0.19% | -7.3% |
| Q3 2022 | $640,825 | -2.0% | 3,284 | -1.0% | 0.21% | +0.5% |
| Q2 2022 | $654,000 | -13.7% | 3,317 | +8.6% | 0.20% | +4.1% |
| Q1 2022 | $758,000 | -10.6% | 3,055 | +1.5% | 0.20% | -9.2% |
| Q4 2021 | $848,000 | +4.4% | 3,011 | +3.9% | 0.22% | -11.1% |
| Q3 2021 | $812,000 | -6.7% | 2,897 | -3.5% | 0.24% | -2.8% |
| Q2 2021 | $870,000 | +7.3% | 3,001 | +1.6% | 0.25% | -10.7% |
| Q1 2021 | $811,000 | -6.6% | 2,954 | -8.9% | 0.28% | -8.5% |
| Q4 2020 | $868,000 | +24.9% | 3,243 | +0.3% | 0.31% | +12.5% |
| Q3 2020 | $695,000 | +1.5% | 3,234 | -5.8% | 0.27% | -10.5% |
| Q2 2020 | $685,000 | +22.8% | 3,433 | -7.5% | 0.30% | -1.6% |
| Q1 2020 | $558,000 | -22.4% | 3,712 | +2.6% | 0.31% | +1.3% |
| Q4 2019 | $719,000 | +14.1% | 3,618 | +4.5% | 0.31% | +10.1% |
| Q3 2019 | $630,000 | -9.7% | 3,462 | -7.7% | 0.28% | -13.7% |
| Q2 2019 | $698,000 | +5.9% | 3,749 | +2.2% | 0.32% | +0.6% |
| Q1 2019 | $659,000 | +11.5% | 3,669 | -6.4% | 0.32% | -10.9% |
| Q4 2018 | $591,000 | – | 3,921 | – | 0.36% | – |
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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% |