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 | $548,294 | -17.5% | 2,560 | -11.5% | 0.20% | -17.4% |
| Q2 2023 | $664,570 | +20.5% | 2,893 | +13.5% | 0.24% | +8.8% |
| Q1 2023 | $551,725 | +7.9% | 2,549 | 0.0% | 0.22% | -2.7% |
| Q4 2022 | $511,213 | +2.4% | 2,549 | -0.2% | 0.22% | -11.9% |
| Q3 2022 | $499,000 | +23.8% | 2,555 | +25.0% | 0.25% | +24.0% |
| Q2 2022 | $403,000 | -10.2% | 2,044 | +12.9% | 0.20% | +3.0% |
| Q1 2022 | $449,000 | -11.8% | 1,811 | +0.3% | 0.20% | -8.3% |
| Q4 2021 | $509,000 | +18.1% | 1,806 | +17.3% | 0.22% | +9.1% |
| Q3 2021 | $431,000 | -3.4% | 1,540 | 0.0% | 0.20% | -6.6% |
| Q2 2021 | $446,000 | +5.4% | 1,540 | 0.0% | 0.21% | -8.2% |
| Q1 2021 | $423,000 | +2.7% | 1,540 | 0.0% | 0.23% | -9.4% |
| Q4 2020 | $412,000 | +23.0% | 1,540 | -1.2% | 0.26% | +7.6% |
| Q3 2020 | $335,000 | +7.7% | 1,558 | 0.0% | 0.24% | -3.7% |
| Q2 2020 | $311,000 | +35.8% | 1,558 | +2.4% | 0.25% | +8.8% |
| Q1 2020 | $229,000 | – | 1,522 | – | 0.23% | – |
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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% |