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 | $43,906 | -6.8% | 205 | 0.0% | 0.03% | -3.3% |
| Q2 2023 | $47,096 | +6.2% | 205 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $44,364 | +8.9% | 205 | 0.0% | 0.03% | -6.2% |
| Q4 2022 | $40,728 | -0.7% | 205 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $41,000 | 0.0% | 205 | 0.0% | 0.03% | +6.7% |
| Q2 2022 | $41,000 | -19.6% | 205 | 0.0% | 0.03% | -3.2% |
| Q1 2022 | $51,000 | -12.1% | 205 | 0.0% | 0.03% | -8.8% |
| Q4 2021 | $58,000 | 0.0% | 205 | 0.0% | 0.03% | -2.9% |
| Q3 2021 | $58,000 | -1.7% | 205 | 0.0% | 0.04% | -2.8% |
| Q2 2021 | $59,000 | +5.4% | 205 | 0.0% | 0.04% | +2.9% |
| Q1 2021 | $56,000 | -5.1% | 205 | 0.0% | 0.04% | -2.8% |
| Q4 2020 | $59,000 | +34.1% | 205 | 0.0% | 0.04% | +16.1% |
| Q3 2020 | $44,000 | +7.3% | 205 | 0.0% | 0.03% | -26.2% |
| Q2 2020 | $41,000 | +17.1% | 205 | 0.0% | 0.04% | +16.7% |
| Q1 2020 | $35,000 | -14.6% | 205 | 0.0% | 0.04% | +12.5% |
| Q4 2019 | $41,000 | – | 205 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 117,818 | $17,708,000 | 23.18% |
| Radnor Financial Advisors, LLC | 125,322 | $18,835,000 | 16.01% |
| DWM Financial Group, Inc. | 32,814 | $4,932,000 | 10.84% |
| BALASA DINVERNO & FOLTZ LLC | 544,919 | $81,901,000 | 10.30% |
| Summit Financial Strategies, Inc. | 119,655 | $17,984,000 | 9.75% |
| BHK Investment Advisors, LLC | 73,738 | $11,083,000 | 7.89% |
| Mosaic Family Wealth, LLC | 84,664 | $12,725,000 | 6.45% |
| CHOREO, LLC | 332,173 | $49,926,000 | 6.14% |
| INSPIRION WEALTH ADVISORS, LLC | 79,427 | $11,938,000 | 5.89% |
| Bishop & Co Investment Management, LLC | 42,325 | $8,410,000 | 5.63% |