VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 819 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.5%.
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 | 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% |