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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $52,278 | -11.7% | 209 | -7.9% | 0.02% | -13.6% |
Q1 2024 | $59,184 | +7.8% | 227 | 0.0% | 0.02% | 0.0% |
Q4 2023 | $54,882 | -2.6% | 227 | -13.7% | 0.02% | -15.4% |
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 | 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% |