VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $828,450 | -14.3% | 3,868 | -8.0% | 0.22% | -14.9% |
| Q2 2023 | $966,288 | +1.6% | 4,206 | -4.3% | 0.26% | -4.1% |
| Q1 2023 | $951,339 | +6.9% | 4,396 | -0.9% | 0.27% | +2.7% |
| Q4 2022 | $889,595 | -5.1% | 4,436 | -7.6% | 0.26% | -7.2% |
| Q3 2022 | $937,000 | -2.5% | 4,802 | -1.5% | 0.28% | -2.8% |
| Q2 2022 | $961,000 | -21.4% | 4,875 | -1.0% | 0.29% | -11.1% |
| Q1 2022 | $1,222,000 | -9.3% | 4,923 | +2.9% | 0.32% | -8.5% |
| Q4 2021 | $1,348,000 | +3.8% | 4,784 | +3.2% | 0.35% | -6.4% |
| Q3 2021 | $1,299,000 | -2.0% | 4,635 | +1.3% | 0.38% | +2.4% |
| Q2 2021 | $1,326,000 | +12.1% | 4,577 | +6.2% | 0.37% | +13.9% |
| Q1 2021 | $1,183,000 | +1.4% | 4,309 | -1.2% | 0.32% | -6.1% |
| Q4 2020 | $1,167,000 | +21.9% | 4,361 | -0.4% | 0.34% | +12.4% |
| Q3 2020 | $957,000 | – | 4,380 | – | 0.31% | – |
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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% |