VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 955 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.85 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $297,855 | +13.9% | 1,142 | +5.6% | 0.02% | +4.5% |
| Q4 2023 | $261,427 | +30.3% | 1,081 | +15.4% | 0.02% | +15.8% |
| Q3 2023 | $200,661 | -9.8% | 937 | -3.2% | 0.02% | -26.9% |
| Q2 2023 | $222,383 | -4.8% | 968 | -10.4% | 0.03% | -7.1% |
| Q1 2023 | $233,643 | +7.9% | 1,080 | +0.1% | 0.03% | -3.4% |
| Q4 2022 | $216,446 | +3.6% | 1,079 | +0.7% | 0.03% | -9.4% |
| Q3 2022 | $209,000 | +2.5% | 1,072 | +3.8% | 0.03% | +6.7% |
| Q2 2022 | $204,000 | -16.0% | 1,033 | +5.6% | 0.03% | -6.2% |
| Q1 2022 | $243,000 | -10.0% | 978 | +2.1% | 0.03% | -11.1% |
| Q4 2021 | $270,000 | -40.1% | 958 | -40.5% | 0.04% | -44.6% |
| Q3 2021 | $451,000 | -3.4% | 1,611 | 0.0% | 0.06% | +14.0% |
| Q2 2021 | $467,000 | +5.7% | 1,611 | 0.0% | 0.06% | -21.9% |
| Q1 2021 | $442,000 | +4.0% | 1,611 | +1.4% | 0.07% | -18.0% |
| Q4 2020 | $425,000 | -99.1% | 1,588 | +690.0% | 0.09% | +287.0% |
| Q3 2020 | $46,424,000 | -16.4% | 201 | -27.2% | 0.02% | -25.8% |
| Q2 2020 | $55,518,000 | -11.3% | 276 | -33.8% | 0.03% | -22.5% |
| Q1 2020 | $62,603,000 | -27.8% | 417 | +0.2% | 0.04% | -23.1% |
| Q4 2019 | $86,741,000 | – | 416 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 96,232 | $19,208,000 | 21.84% |
| Radnor Financial Advisors, LLC | 146,624 | $29,266,000 | 17.53% |
| BALASA DINVERNO & FOLTZ LLC | 532,524 | $106,292,000 | 11.79% |
| Summit Financial Strategies, Inc. | 120,481 | $24,048,000 | 10.69% |
| CABANA LLC | 544,737 | $108,730,000 | 9.99% |
| BHK Investment Advisors, LLC | 75,875 | $15,145,000 | 8.95% |
| Foundations Investment Advisors, LLC | 462,492 | $93,206,000 | 8.25% |
| CHOREO, LLC | 361,514 | $72,158,000 | 6.98% |
| Mosaic Family Wealth, LLC | 81,771 | $16,322,000 | 6.75% |
| INSPIRION WEALTH ADVISORS, LLC | 79,457 | $15,860,000 | 6.23% |