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 | $588,036 | -23.0% | 2,817 | -17.2% | 0.06% | -22.6% |
| Q2 2023 | $763,365 | +9.3% | 3,401 | +2.8% | 0.08% | +5.0% |
| Q1 2023 | $698,597 | -0.4% | 3,309 | 0.0% | 0.08% | -14.0% |
| Q4 2022 | $701,333 | +7.9% | 3,309 | +0.0% | 0.09% | -12.3% |
| Q3 2022 | $650,000 | +13.8% | 3,308 | +20.4% | 0.11% | +24.7% |
| Q2 2022 | $571,000 | -15.8% | 2,747 | -2.9% | 0.08% | -4.5% |
| Q1 2022 | $678,000 | -14.9% | 2,829 | -0.0% | 0.09% | -9.2% |
| Q4 2021 | $797,000 | +0.4% | 2,830 | -0.1% | 0.10% | -3.0% |
| Q3 2021 | $794,000 | -3.3% | 2,834 | +0.0% | 0.10% | -5.6% |
| Q2 2021 | $821,000 | +5.5% | 2,833 | 0.0% | 0.11% | -1.8% |
| Q1 2021 | $778,000 | +3.3% | 2,833 | +0.7% | 0.11% | +2.8% |
| Q4 2020 | $753,000 | +24.5% | 2,813 | -0.1% | 0.11% | +12.8% |
| Q3 2020 | $605,000 | +8.0% | 2,815 | +0.3% | 0.09% | +9.3% |
| Q2 2020 | $560,000 | +19.4% | 2,807 | -10.0% | 0.09% | +3.6% |
| Q1 2020 | $469,000 | -43.7% | 3,120 | -25.6% | 0.08% | -36.6% |
| Q4 2019 | $833,000 | +7.6% | 4,192 | -1.4% | 0.13% | +12.0% |
| Q3 2019 | $774,000 | -2.9% | 4,253 | -0.6% | 0.12% | -4.1% |
| Q2 2019 | $797,000 | +3.0% | 4,280 | -0.6% | 0.12% | -6.9% |
| Q1 2019 | $774,000 | – | 4,307 | – | 0.13% | – |
Download | ||||||
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% |