VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 825 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $553,936 | +91.7% | 2,762 | +86.4% | 0.46% | +94.1% |
| Q3 2022 | $289,000 | -45.0% | 1,482 | -44.4% | 0.24% | -34.9% |
| Q2 2022 | $525,000 | -19.7% | 2,667 | +1.2% | 0.37% | -5.7% |
| Q1 2022 | $654,000 | +10.7% | 2,636 | +25.6% | 0.39% | +13.1% |
| Q4 2021 | $591,000 | -21.2% | 2,099 | -19.4% | 0.34% | -24.6% |
| Q3 2021 | $750,000 | +7.9% | 2,604 | +2.5% | 0.46% | +2.7% |
| Q2 2021 | $695,000 | -42.5% | 2,541 | -42.3% | 0.44% | -45.0% |
| Q1 2021 | $1,209,000 | +7.5% | 4,404 | +11.7% | 0.81% | -1.8% |
| Q4 2020 | $1,125,000 | +52.4% | 3,944 | +14.9% | 0.82% | +23.9% |
| Q3 2020 | $738,000 | +7.7% | 3,434 | +0.1% | 0.66% | -6.7% |
| Q2 2020 | $685,000 | -28.3% | 3,432 | -46.1% | 0.71% | -28.8% |
| Q1 2020 | $956,000 | -0.1% | 6,362 | +31.7% | 1.00% | +25.6% |
| Q4 2019 | $957,000 | – | 4,831 | – | 0.80% | – |
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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% |