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 | $2,590,348 | -6.6% | 12,095 | +0.2% | 2.40% | -3.1% |
| Q2 2023 | $2,774,150 | +6.3% | 12,075 | +0.1% | 2.48% | +2.7% |
| Q1 2023 | $2,609,921 | +8.4% | 12,060 | +0.5% | 2.41% | +3.3% |
| Q4 2022 | $2,406,879 | +3.3% | 12,002 | +0.5% | 2.34% | -3.5% |
| Q3 2022 | $2,331,000 | -1.2% | 11,947 | -0.2% | 2.42% | +6.8% |
| Q2 2022 | $2,359,000 | -19.9% | 11,973 | +0.9% | 2.27% | -8.1% |
| Q1 2022 | $2,945,000 | -8.1% | 11,870 | +4.4% | 2.46% | -4.2% |
| Q4 2021 | $3,204,000 | +1.5% | 11,369 | +0.9% | 2.57% | -4.3% |
| Q3 2021 | $3,156,000 | -2.7% | 11,266 | +0.6% | 2.69% | -2.8% |
| Q2 2021 | $3,245,000 | +2.0% | 11,198 | -3.3% | 2.76% | -4.9% |
| Q1 2021 | $3,182,000 | -1.2% | 11,584 | -3.7% | 2.91% | -5.0% |
| Q4 2020 | $3,220,000 | – | 12,032 | – | 3.06% | – |
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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% |