VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 758 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $589,000 | -7.4% | 2,750 | -0.7% | 0.14% | 0.0% |
Q2 2023 | $636,384 | +22.7% | 2,770 | +15.6% | 0.14% | +14.4% |
Q1 2023 | $518,738 | +17.2% | 2,397 | +8.6% | 0.12% | +14.7% |
Q4 2022 | $442,795 | +3.7% | 2,208 | +1.0% | 0.11% | -1.8% |
Q3 2022 | $427,000 | -29.8% | 2,187 | -29.1% | 0.11% | -0.9% |
Q2 2022 | $608,000 | +9.9% | 3,086 | +38.6% | 0.11% | +19.1% |
Q1 2022 | $553,000 | +4.3% | 2,227 | +17.6% | 0.09% | -2.1% |
Q3 2021 | $530,000 | +41.0% | 1,893 | +46.0% | 0.10% | +35.2% |
Q2 2021 | $376,000 | +20.1% | 1,297 | +14.0% | 0.07% | +9.2% |
Q1 2021 | $313,000 | +3.0% | 1,138 | +0.4% | 0.06% | -4.4% |
Q4 2020 | $304,000 | +20.2% | 1,134 | -3.7% | 0.07% | +4.6% |
Q3 2020 | $253,000 | -6.6% | 1,178 | -13.1% | 0.06% | -36.9% |
Q2 2020 | $271,000 | +139.8% | 1,356 | +81.0% | 0.10% | +106.0% |
Q1 2020 | $113,000 | +28.4% | 749 | +68.3% | 0.05% | +42.9% |
Q4 2019 | $88,000 | – | 445 | – | 0.04% | – |
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% |