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 | $32,135,181 | -8.9% | 150,038 | -2.3% | 5.06% | -8.2% |
| Q2 2023 | $35,264,613 | -3.5% | 153,498 | -9.1% | 5.52% | -7.2% |
| Q1 2023 | $36,529,984 | +6.5% | 168,800 | -1.3% | 5.95% | +2.3% |
| Q4 2022 | $34,301,802 | +2.0% | 171,047 | -0.8% | 5.81% | +0.1% |
| Q3 2022 | $33,639,000 | -1.2% | 172,395 | -0.3% | 5.81% | -35.8% |
| Q2 2022 | $34,053,000 | -20.8% | 172,831 | -0.2% | 9.04% | +51.5% |
| Q1 2022 | $42,985,000 | -5.3% | 173,237 | +7.6% | 5.97% | +3.4% |
| Q4 2021 | $45,375,000 | +0.6% | 161,023 | +0.0% | 5.77% | -4.1% |
| Q3 2021 | $45,092,000 | -3.7% | 160,951 | -0.3% | 6.02% | -6.6% |
| Q2 2021 | $46,805,000 | +6.3% | 161,515 | +0.8% | 6.44% | -1.5% |
| Q1 2021 | $44,012,000 | -1.1% | 160,249 | -3.6% | 6.54% | +3.0% |
| Q4 2020 | $44,488,000 | +25.0% | 166,210 | +0.4% | 6.35% | +9.8% |
| Q3 2020 | $35,597,000 | +0.6% | 165,620 | -3.5% | 5.78% | +2.1% |
| Q2 2020 | $35,399,000 | +18.8% | 171,584 | -0.8% | 5.67% | +6.1% |
| Q1 2020 | $29,807,000 | +5.5% | 172,925 | +10.8% | 5.34% | +7.8% |
| Q4 2019 | $28,263,000 | +1.6% | 156,116 | +2.1% | 4.96% | -5.8% |
| Q3 2019 | $27,823,000 | +0.7% | 152,838 | +3.0% | 5.26% | -2.4% |
| Q2 2019 | $27,626,000 | +3.0% | 148,360 | -0.5% | 5.39% | -1.4% |
| Q1 2019 | $26,810,000 | +8.2% | 149,179 | -9.4% | 5.47% | +0.6% |
| Q4 2018 | $24,784,000 | – | 164,577 | – | 5.43% | – |
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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% |