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 | $370,837 | -5.7% | 1,731 | +1.2% | 0.22% | -3.5% |
| Q2 2023 | $393,287 | +6.3% | 1,711 | +0.1% | 0.23% | -0.4% |
| Q1 2023 | $369,855 | +8.1% | 1,709 | +0.2% | 0.23% | -2.1% |
| Q4 2022 | $342,204 | +3.1% | 1,706 | +0.2% | 0.23% | +2.2% |
| Q3 2022 | $332,000 | -0.9% | 1,702 | +0.2% | 0.23% | -4.2% |
| Q2 2022 | $335,000 | -20.6% | 1,699 | 0.0% | 0.24% | -10.8% |
| Q1 2022 | $422,000 | -11.9% | 1,699 | 0.0% | 0.27% | -8.8% |
| Q4 2021 | $479,000 | +0.6% | 1,699 | 0.0% | 0.29% | -5.8% |
| Q3 2021 | $476,000 | -3.3% | 1,699 | 0.0% | 0.31% | +3.0% |
| Q2 2021 | $492,000 | +5.4% | 1,699 | 0.0% | 0.30% | +0.3% |
| Q1 2021 | $467,000 | +2.6% | 1,699 | 0.0% | 0.30% | -2.9% |
| Q4 2020 | $455,000 | +24.7% | 1,699 | 0.0% | 0.31% | +5.8% |
| Q3 2020 | $365,000 | +7.7% | 1,699 | 0.0% | 0.29% | +4.6% |
| Q2 2020 | $339,000 | +0.3% | 1,699 | 0.0% | 0.28% | -19.5% |
| Q4 2019 | $338,000 | – | 1,699 | – | 0.35% | – |
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% |