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 2022 | $1,498,000 | -2.0% | 7,675 | -1.1% | 2.48% | +13.1% |
| Q2 2022 | $1,529,000 | -21.6% | 7,760 | -1.3% | 2.19% | -4.6% |
| Q1 2022 | $1,951,000 | +11.2% | 7,864 | +26.2% | 2.30% | +14.7% |
| Q4 2021 | $1,755,000 | +18.6% | 6,230 | +18.0% | 2.00% | +20.7% |
| Q3 2021 | $1,480,000 | -2.4% | 5,281 | +0.9% | 1.66% | -4.0% |
| Q2 2021 | $1,517,000 | +8.7% | 5,234 | +3.1% | 1.73% | -3.0% |
| Q1 2021 | $1,395,000 | -8.5% | 5,079 | -10.9% | 1.78% | -9.0% |
| Q4 2020 | $1,525,000 | +25.3% | 5,698 | +0.6% | 1.96% | +40.6% |
| Q3 2020 | $1,217,000 | +2.7% | 5,662 | -4.6% | 1.39% | -1.4% |
| Q2 2020 | $1,185,000 | +31.7% | 5,938 | -0.8% | 1.41% | -2.1% |
| Q1 2020 | $900,000 | -26.3% | 5,985 | -2.6% | 1.44% | +4.2% |
| Q4 2019 | $1,221,000 | – | 6,146 | – | 1.38% | – |
Download | ||||||
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% |