VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 833 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $56,329 | -43.0% | 263 | -38.8% | 0.03% | -40.9% |
Q2 2023 | $98,788 | +6.2% | 430 | 0.0% | 0.04% | +2.3% |
Q1 2023 | $93,056 | -3.3% | 430 | -10.4% | 0.04% | -6.5% |
Q4 2022 | $96,259 | +2.4% | 480 | 0.0% | 0.05% | -8.0% |
Q3 2022 | $94,000 | -1.1% | 480 | 0.0% | 0.05% | +4.2% |
Q2 2022 | $95,000 | -20.2% | 480 | 0.0% | 0.05% | -12.7% |
Q1 2022 | $119,000 | – | 480 | – | 0.06% | – |
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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% |