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 | $9,763,001 | -6.6% | 45,583 | +0.2% | 5.30% | -1.7% |
| Q2 2023 | $10,452,431 | +33.4% | 45,497 | +25.6% | 5.39% | +28.4% |
| Q1 2023 | $7,836,624 | +112349.8% | 36,212 | +4.2% | 4.20% | +13.0% |
| Q4 2022 | $6,969 | -99.9% | 34,750 | -19.4% | 3.72% | -22.9% |
| Q3 2022 | $8,418,000 | +4.2% | 43,140 | +5.2% | 4.82% | +12.1% |
| Q2 2022 | $8,081,000 | -8.5% | 41,012 | +15.2% | 4.30% | +6.1% |
| Q1 2022 | $8,834,000 | +9.2% | 35,601 | +24.0% | 4.05% | +5.9% |
| Q4 2021 | $8,089,000 | +0.7% | 28,707 | +0.1% | 3.83% | -5.6% |
| Q3 2021 | $8,031,000 | -2.0% | 28,665 | +1.4% | 4.05% | -3.0% |
| Q2 2021 | $8,191,000 | +10.0% | 28,266 | +4.3% | 4.18% | +1.8% |
| Q1 2021 | $7,443,000 | +1.3% | 27,101 | -1.3% | 4.10% | -5.8% |
| Q4 2020 | $7,348,000 | +25.1% | 27,454 | +0.5% | 4.36% | +6.2% |
| Q3 2020 | $5,872,000 | +3.4% | 27,325 | -3.9% | 4.10% | -5.3% |
| Q2 2020 | $5,678,000 | +24.9% | 28,447 | +24.3% | 4.33% | -4.6% |
| Q4 2019 | $4,547,000 | +5.8% | 22,886 | -3.1% | 4.54% | +9.9% |
| Q3 2019 | $4,298,000 | -2.0% | 23,613 | +0.2% | 4.14% | -5.4% |
| Q2 2019 | $4,386,000 | – | 23,555 | – | 4.37% | – |
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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% |