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 | $400,511 | -6.6% | 1,870 | +0.2% | 0.06% | +35.6% |
Q2 2023 | $428,976 | +6.3% | 1,867 | +0.2% | 0.04% | -4.3% |
Q1 2023 | $403,417 | +7.5% | 1,864 | -0.4% | 0.05% | -4.1% |
Q4 2022 | $375,262 | +3.1% | 1,871 | +0.2% | 0.05% | +14.0% |
Q3 2022 | $364,000 | -1.1% | 1,867 | +0.1% | 0.04% | +13.2% |
Q2 2022 | $368,000 | -20.5% | 1,866 | -0.1% | 0.04% | +90.0% |
Q1 2022 | $463,000 | -12.0% | 1,868 | 0.0% | 0.02% | +25.0% |
Q4 2021 | $526,000 | +0.6% | 1,868 | +0.2% | 0.02% | -77.5% |
Q3 2021 | $523,000 | -3.1% | 1,865 | +0.1% | 0.07% | -13.4% |
Q2 2021 | $540,000 | +5.5% | 1,864 | +0.1% | 0.08% | +18.8% |
Q1 2021 | $512,000 | +2.8% | 1,863 | +0.1% | 0.07% | -75.3% |
Q4 2020 | $498,000 | – | 1,861 | – | 0.28% | – |
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% |