VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 831 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.33 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $746,244 | -7.1% | 3,484 | -0.4% | 0.16% | -3.6% |
| Q2 2023 | $803,599 | +6.0% | 3,498 | -0.2% | 0.17% | +0.6% |
| Q1 2023 | $758,406 | +7.5% | 3,504 | -0.4% | 0.17% | +3.7% |
| Q4 2022 | $705,728 | +3.6% | 3,519 | +0.8% | 0.16% | -7.5% |
| Q3 2022 | $681,000 | +2.4% | 3,491 | +3.5% | 0.17% | +7.4% |
| Q2 2022 | $665,000 | -2.3% | 3,373 | +22.8% | 0.16% | +7.3% |
| Q1 2022 | $681,000 | +10.2% | 2,746 | +25.3% | 0.15% | +9.4% |
| Q4 2021 | $618,000 | +0.3% | 2,192 | -0.2% | 0.14% | -12.7% |
| Q3 2021 | $616,000 | +1.3% | 2,197 | +4.8% | 0.16% | -26.5% |
| Q2 2021 | $608,000 | +5.0% | 2,097 | -0.5% | 0.22% | -4.0% |
| Q1 2021 | $579,000 | -14.5% | 2,107 | -16.7% | 0.22% | -19.7% |
| Q4 2020 | $677,000 | +16.9% | 2,528 | -6.1% | 0.28% | +3.0% |
| Q3 2020 | $579,000 | +15.1% | 2,693 | +6.8% | 0.27% | +6.3% |
| Q2 2020 | $503,000 | -27.1% | 2,522 | -45.1% | 0.26% | -43.8% |
| Q1 2020 | $690,000 | -16.2% | 4,590 | +10.8% | 0.45% | -5.0% |
| Q4 2019 | $823,000 | -3.4% | 4,144 | -11.6% | 0.48% | -7.0% |
| Q1 2019 | $852,000 | +20.7% | 4,690 | 0.0% | 0.51% | -18.8% |
| Q4 2018 | $706,000 | – | 4,690 | – | 0.63% | – |
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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% |