VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 831 filers reported holding VANGUARD INDEX FDS in Q1 2022. 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 | $427,932 | -6.8% | 1,998 | 0.0% | 0.23% | -6.6% |
| Q2 2023 | $459,021 | +6.2% | 1,998 | 0.0% | 0.24% | -6.9% |
| Q1 2023 | $432,387 | +107727.2% | 1,998 | 0.0% | 0.26% | -9.7% |
| Q4 2022 | $401 | -99.9% | 1,998 | -12.3% | 0.29% | -14.5% |
| Q3 2022 | $444,000 | -1.1% | 2,277 | 0.0% | 0.34% | +7.0% |
| Q2 2022 | $449,000 | -20.5% | 2,277 | 0.0% | 0.32% | -3.4% |
| Q1 2022 | $565,000 | +4.6% | 2,277 | +18.8% | 0.33% | +12.4% |
| Q4 2021 | $540,000 | +0.6% | 1,916 | 0.0% | 0.29% | -5.2% |
| Q3 2021 | $537,000 | -10.4% | 1,916 | -7.3% | 0.31% | -9.5% |
| Q2 2021 | $599,000 | +7.7% | 2,067 | +2.1% | 0.34% | -3.4% |
| Q1 2021 | $556,000 | +0.7% | 2,025 | -1.8% | 0.35% | +1.4% |
| Q4 2020 | $552,000 | +24.6% | 2,062 | 0.0% | 0.34% | +7.5% |
| Q3 2020 | $443,000 | -42.4% | 2,062 | -46.5% | 0.32% | -39.2% |
| Q2 2020 | $769,000 | – | 3,854 | – | 0.53% | – |
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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% |