VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 786 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $425,790 | -6.8% | 1,988 | 0.0% | 0.28% | -2.8% |
| Q2 2023 | $456,723 | +6.2% | 1,988 | 0.0% | 0.29% | +0.7% |
| Q1 2023 | $430,223 | +7.9% | 1,988 | 0.0% | 0.28% | +29.0% |
| Q4 2022 | $398,674 | +2.8% | 1,988 | 0.0% | 0.22% | -6.8% |
| Q3 2022 | $388,000 | -1.0% | 1,988 | 0.0% | 0.24% | +7.2% |
| Q2 2022 | $392,000 | -20.5% | 1,988 | 0.0% | 0.22% | -8.7% |
| Q1 2022 | $493,000 | -12.0% | 1,988 | 0.0% | 0.24% | -17.1% |
| Q4 2021 | $560,000 | +0.5% | 1,988 | 0.0% | 0.29% | -9.6% |
| Q3 2021 | $557,000 | -3.3% | 1,988 | 0.0% | 0.32% | -27.9% |
| Q2 2021 | $576,000 | +5.5% | 1,988 | 0.0% | 0.45% | -16.7% |
| Q1 2021 | $546,000 | +2.6% | 1,988 | 0.0% | 0.54% | -4.1% |
| Q4 2020 | $532,000 | +24.0% | 1,988 | -0.4% | 0.56% | +39.6% |
| Q3 2020 | $429,000 | +7.8% | 1,995 | 0.0% | 0.40% | +8.4% |
| Q2 2020 | $398,000 | +11.8% | 1,995 | -15.8% | 0.37% | +8.5% |
| Q1 2020 | $356,000 | -36.9% | 2,368 | -16.5% | 0.34% | -4.2% |
| Q4 2019 | $564,000 | +9.3% | 2,836 | 0.0% | 0.36% | +1.4% |
| Q3 2019 | $516,000 | -2.3% | 2,836 | 0.0% | 0.35% | -6.6% |
| Q2 2019 | $528,000 | +0.4% | 2,836 | -3.1% | 0.38% | -10.7% |
| Q1 2019 | $526,000 | +37.7% | 2,926 | +15.2% | 0.42% | +13.4% |
| Q4 2018 | $382,000 | – | 2,539 | – | 0.37% | – |
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% |