VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 819 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $880,405 | +95388.6% | 4,120 | +0.1% | 0.48% | -9.2% |
| Q4 2022 | $922 | -99.9% | 4,116 | +1.4% | 0.52% | -3.1% |
| Q3 2022 | $848,000 | +22.9% | 4,060 | +15.9% | 0.54% | +21.3% |
| Q2 2022 | $690,000 | -20.6% | 3,504 | +0.1% | 0.44% | -12.2% |
| Q1 2022 | $869,000 | -18.5% | 3,501 | -7.5% | 0.51% | -14.6% |
| Q4 2021 | $1,066,000 | +1.5% | 3,784 | +0.1% | 0.59% | -1.0% |
| Q3 2021 | $1,050,000 | -4.2% | 3,781 | +0.0% | 0.60% | -7.1% |
| Q2 2021 | $1,096,000 | +5.4% | 3,780 | -0.2% | 0.65% | -2.9% |
| Q1 2021 | $1,040,000 | +2.7% | 3,786 | +0.0% | 0.66% | -3.2% |
| Q4 2020 | $1,013,000 | +22.9% | 3,785 | -1.3% | 0.69% | +9.4% |
| Q3 2020 | $824,000 | +7.7% | 3,835 | +0.1% | 0.63% | -1.1% |
| Q2 2020 | $765,000 | – | 3,833 | – | 0.64% | – |
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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% |