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 | $1,240,531 | -6.8% | 5,792 | 0.0% | 0.56% | -4.9% |
| Q2 2023 | $1,330,654 | +3.0% | 5,792 | -3.0% | 0.59% | +7.1% |
| Q1 2023 | $1,291,968 | +3.7% | 5,970 | -3.9% | 0.55% | -0.2% |
| Q4 2022 | $1,245,353 | -0.9% | 6,210 | -3.6% | 0.55% | -8.8% |
| Q3 2022 | $1,257,000 | -1.6% | 6,440 | -0.6% | 0.60% | +3.1% |
| Q2 2022 | $1,277,000 | -24.1% | 6,479 | -4.5% | 0.59% | -15.5% |
| Q1 2022 | $1,683,000 | -11.9% | 6,784 | +0.1% | 0.70% | -5.7% |
| Q4 2021 | $1,910,000 | -1.5% | 6,779 | -2.1% | 0.74% | -6.6% |
| Q3 2021 | $1,940,000 | -20.8% | 6,924 | -18.1% | 0.79% | -21.5% |
| Q2 2021 | $2,450,000 | +6.5% | 8,456 | +0.9% | 1.00% | -1.6% |
| Q1 2021 | $2,301,000 | -21.6% | 8,377 | -23.6% | 1.02% | -25.5% |
| Q4 2020 | $2,934,000 | – | 10,962 | – | 1.37% | – |
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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% |