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 | $104,948 | +12.5% | 490 | +20.7% | 0.05% | +13.0% |
| Q2 2023 | $93,274 | -34.6% | 406 | -38.4% | 0.05% | -35.2% |
| Q1 2023 | $142,614 | +107940.9% | 659 | 0.0% | 0.07% | 0.0% |
| Q4 2022 | $132 | -99.7% | 659 | +215.3% | 0.07% | +20.3% |
| Q3 2022 | $41,000 | -68.5% | 209 | -68.3% | 0.06% | -20.3% |
| Q2 2022 | $130,000 | -20.7% | 659 | 0.0% | 0.07% | -17.8% |
| Q1 2022 | $164,000 | -17.6% | 659 | -6.7% | 0.09% | -19.6% |
| Q4 2021 | $199,000 | +0.5% | 706 | 0.0% | 0.11% | -8.9% |
| Q3 2021 | $198,000 | -3.4% | 706 | 0.0% | 0.12% | -8.9% |
| Q2 2021 | $205,000 | +5.7% | 706 | 0.0% | 0.14% | -6.9% |
| Q1 2021 | $194,000 | +2.6% | 706 | 0.0% | 0.14% | -4.0% |
| Q4 2020 | $189,000 | – | 706 | – | 0.15% | – |
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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% |