VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 758 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $737,195 | -12.0% | 3,442 | -5.6% | 0.01% | 0.0% |
| Q2 2023 | $838,072 | +3.9% | 3,648 | -2.1% | 0.01% | -10.0% |
| Q1 2023 | $806,423 | +122.9% | 3,726 | +106.5% | 0.01% | -23.1% |
| Q4 2022 | $361,774 | -7.9% | 1,804 | -10.4% | 0.01% | -18.8% |
| Q3 2022 | $393,000 | +22.4% | 2,013 | +23.5% | 0.02% | +23.1% |
| Q2 2022 | $321,000 | -34.8% | 1,630 | -17.8% | 0.01% | -23.5% |
| Q1 2022 | $492,000 | -12.9% | 1,984 | -0.9% | 0.02% | -10.5% |
| Q4 2021 | $565,000 | -19.6% | 2,003 | -20.2% | 0.02% | -26.9% |
| Q3 2021 | $703,000 | +0.3% | 2,510 | +3.7% | 0.03% | -7.1% |
| Q2 2021 | $701,000 | +36.9% | 2,420 | +29.8% | 0.03% | +27.3% |
| Q1 2021 | $512,000 | +642.0% | 1,865 | +442.2% | 0.02% | +450.0% |
| Q2 2020 | $69,000 | -38.4% | 344 | -53.9% | 0.00% | -50.0% |
| Q1 2020 | $112,000 | +107.4% | 747 | +176.7% | 0.01% | +100.0% |
| Q4 2019 | $54,000 | – | 270 | – | 0.00% | – |
Download | ||||||
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% |