VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 800 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $239,374 | +17.1% | 957 | +22.1% | 0.03% | +13.0% |
| Q1 2024 | $204,405 | -25.4% | 784 | -44.1% | 0.02% | -54.0% |
| Q3 2022 | $274,000 | -3.9% | 1,403 | -2.9% | 0.05% | 0.0% |
| Q2 2022 | $285,000 | -59.2% | 1,445 | -43.4% | 0.05% | -62.1% |
| Q1 2022 | $698,000 | +35.8% | 2,553 | +39.9% | 0.13% | +69.2% |
| Q4 2021 | $514,000 | -27.1% | 1,825 | -27.5% | 0.08% | -32.2% |
| Q3 2021 | $705,000 | -4.2% | 2,518 | -0.7% | 0.12% | -6.5% |
| Q2 2021 | $736,000 | +3.1% | 2,536 | -0.7% | 0.12% | -8.2% |
| Q1 2021 | $714,000 | +4.5% | 2,553 | -0.1% | 0.13% | -6.9% |
| Q4 2020 | $683,000 | +213.3% | 2,556 | +150.3% | 0.14% | +132.3% |
| Q3 2020 | $218,000 | +6.9% | 1,021 | 0.0% | 0.06% | -1.6% |
| Q2 2020 | $204,000 | -0.5% | 1,021 | 0.0% | 0.06% | -6.0% |
| Q4 2019 | $205,000 | – | 1,021 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bromfield Sneider Wealth Advisors | 53,956 | $15,204,000 | 15.51% |
| Jentner Corp | 81,506 | $22,968,000 | 15.12% |
| Radnor Financial Advisors, LLC | 149,728 | $42,192,000 | 14.99% |
| BALASA DINVERNO & FOLTZ LLC | 489,821 | $138,027,000 | 8.89% |
| BHK Investment Advisors, LLC | 76,407 | $21,531,000 | 8.49% |
| Summit Financial Strategies, Inc. | 125,947 | $35,491,000 | 6.85% |
| Bishop & Co Investment Management, LLC | 54,119 | $15,250,000 | 6.31% |
| CHOREO, LLC | 453,966 | $127,923,000 | 6.25% |
| New Millennium Group LLC | 28,200 | $7,946,000 | 6.04% |
| Mosaic Family Wealth, LLC | 82,054 | $23,122,000 | 6.02% |