VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 825 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,327,495 | -6.9% | 10,867 | -0.1% | 0.36% | -2.2% |
| Q2 2023 | $2,499,572 | +6.5% | 10,880 | +0.3% | 0.36% | 0.0% |
| Q1 2023 | $2,347,183 | +7.2% | 10,846 | -0.7% | 0.36% | +1.7% |
| Q4 2022 | $2,189,897 | +2.0% | 10,920 | -0.7% | 0.36% | -9.6% |
| Q3 2022 | $2,146,000 | -2.5% | 10,998 | -1.6% | 0.40% | +16.9% |
| Q2 2022 | $2,202,000 | -24.8% | 11,175 | -5.3% | 0.34% | -14.4% |
| Q1 2022 | $2,928,000 | +3.5% | 11,799 | +17.6% | 0.40% | +6.8% |
| Q4 2021 | $2,828,000 | – | 10,037 | – | 0.37% | – |
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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% |