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 | $872,517 | -2.6% | 4,074 | +4.5% | 0.14% | +3.0% |
| Q2 2023 | $895,683 | +12.5% | 3,899 | +6.0% | 0.13% | +3.9% |
| Q1 2023 | $796,241 | +13.3% | 3,679 | +5.0% | 0.13% | +3.2% |
| Q4 2022 | $702,805 | +8.1% | 3,505 | +5.3% | 0.12% | -2.3% |
| Q3 2022 | $650,000 | +16.3% | 3,330 | +17.3% | 0.13% | +19.6% |
| Q2 2022 | $559,000 | -14.4% | 2,838 | +7.8% | 0.11% | -19.5% |
| Q1 2022 | $653,000 | +8.1% | 2,632 | +22.8% | 0.13% | +9.9% |
| Q4 2021 | $604,000 | +10.8% | 2,144 | +10.2% | 0.12% | -0.8% |
| Q3 2021 | $545,000 | +12.8% | 1,946 | +16.7% | 0.12% | +7.0% |
| Q2 2021 | $483,000 | +34.9% | 1,667 | +27.9% | 0.11% | +14.0% |
| Q1 2021 | $358,000 | +18.2% | 1,303 | +15.1% | 0.10% | +12.4% |
| Q4 2020 | $303,000 | +23.2% | 1,132 | -1.3% | 0.09% | +1.1% |
| Q3 2020 | $246,000 | +14.4% | 1,147 | +6.6% | 0.09% | +3.5% |
| Q2 2020 | $215,000 | – | 1,076 | – | 0.08% | – |
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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% |