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 | $2,542,687 | -37.0% | 11,872 | -32.5% | 0.75% | -32.3% |
| Q2 2023 | $4,038,871 | +11.3% | 17,580 | +4.8% | 1.11% | +4.8% |
| Q1 2023 | $3,630,411 | +26.6% | 16,776 | +17.3% | 1.06% | +13.9% |
| Q4 2022 | $2,866,979 | +346.6% | 14,296 | +334.5% | 0.93% | +300.0% |
| Q3 2022 | $642,000 | -36.7% | 3,290 | -36.2% | 0.23% | -38.5% |
| Q2 2022 | $1,015,000 | -34.9% | 5,153 | -17.9% | 0.38% | -25.6% |
| Q1 2022 | $1,558,000 | +14.9% | 6,277 | +30.4% | 0.51% | +17.9% |
| Q4 2021 | $1,356,000 | +28.0% | 4,812 | +27.3% | 0.43% | +18.5% |
| Q3 2021 | $1,059,000 | +15.6% | 3,779 | -18.1% | 0.36% | -66.5% |
| Q4 2019 | $916,000 | +22.5% | 4,612 | +11.7% | 1.08% | +3.2% |
| Q3 2019 | $748,000 | 0.0% | 4,128 | 0.0% | 1.05% | 0.0% |
| Q2 2019 | $748,000 | – | 4,128 | – | 1.05% | – |
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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% |