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 | $8,050,071 | -6.6% | 37,586 | +0.2% | 2.10% | -4.7% |
| Q2 2023 | $8,621,334 | +8.4% | 37,526 | +2.1% | 2.21% | +0.2% |
| Q1 2023 | $7,952,725 | +8.2% | 36,748 | +0.3% | 2.20% | -1.2% |
| Q4 2022 | $7,349,060 | +6.6% | 36,646 | +3.7% | 2.23% | -2.6% |
| Q3 2022 | $6,893,000 | +24.0% | 35,323 | +25.2% | 2.29% | +26.7% |
| Q2 2022 | $5,557,000 | +4.9% | 28,202 | +32.1% | 1.80% | +11.3% |
| Q1 2022 | $5,298,000 | -7.3% | 21,350 | +5.2% | 1.62% | -6.6% |
| Q4 2021 | $5,718,000 | +0.0% | 20,293 | -0.5% | 1.74% | -14.3% |
| Q3 2021 | $5,716,000 | -1.2% | 20,401 | +2.1% | 2.03% | -5.5% |
| Q2 2021 | $5,788,000 | +4.1% | 19,972 | -1.4% | 2.14% | -10.7% |
| Q1 2021 | $5,561,000 | – | 20,246 | – | 2.40% | – |
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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% |