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 | $7,549,151 | -14.6% | 35,247 | -8.4% | 1.72% | -13.3% |
| Q2 2023 | $8,842,760 | +10.1% | 38,490 | +3.7% | 1.99% | +1.3% |
| Q1 2023 | $8,033,520 | +10.8% | 37,122 | +2.6% | 1.96% | -5.4% |
| Q4 2022 | $7,253,034 | +35.2% | 36,168 | +31.5% | 2.07% | +6.9% |
| Q3 2022 | $5,366,000 | +3.5% | 27,501 | +4.5% | 1.94% | +0.3% |
| Q2 2022 | $5,185,000 | -23.5% | 26,316 | -5.9% | 1.93% | -13.0% |
| Q1 2022 | $6,779,000 | -18.8% | 27,954 | -20.0% | 2.22% | -26.7% |
| Q4 2021 | $8,347,000 | -1.0% | 34,937 | +16.1% | 3.03% | -7.5% |
| Q3 2021 | $8,431,000 | +14.8% | 30,092 | +18.7% | 3.28% | +8.5% |
| Q2 2021 | $7,345,000 | -6.0% | 25,347 | -5.4% | 3.02% | -12.4% |
| Q1 2021 | $7,811,000 | +30.1% | 26,806 | +19.5% | 3.45% | +7.1% |
| Q4 2020 | $6,003,000 | +22.8% | 22,426 | +6.0% | 3.22% | +2.4% |
| Q3 2020 | $4,887,000 | +17.3% | 21,151 | +1.4% | 3.15% | -5.3% |
| Q2 2020 | $4,165,000 | +79.1% | 20,867 | +34.9% | 3.32% | +30.5% |
| Q1 2020 | $2,325,000 | -25.4% | 15,468 | -1.4% | 2.54% | -14.9% |
| Q4 2019 | $3,116,000 | – | 15,680 | – | 2.99% | – |
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% |