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 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 | 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% |