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 | $1,189,840 | -8.2% | 5,555 | -1.6% | 0.26% | -10.7% |
Q2 2023 | $1,296,668 | +2.4% | 5,644 | -3.6% | 0.29% | -8.5% |
Q1 2023 | $1,266,375 | +4.9% | 5,852 | -2.8% | 0.32% | -8.7% |
Q4 2022 | $1,207,497 | +29.4% | 6,021 | +26.0% | 0.35% | +12.0% |
Q3 2022 | $933,000 | -23.3% | 4,780 | -22.6% | 0.31% | -25.4% |
Q2 2022 | $1,217,000 | +21.0% | 6,175 | +52.4% | 0.41% | +31.4% |
Q1 2022 | $1,006,000 | +20.0% | 4,053 | +36.3% | 0.32% | +15.0% |
Q4 2021 | $838,000 | +0.7% | 2,974 | +0.1% | 0.27% | -13.3% |
Q3 2021 | $832,000 | -3.3% | 2,971 | +0.2% | 0.32% | -13.9% |
Q2 2021 | $860,000 | +5.8% | 2,966 | +0.2% | 0.37% | -7.6% |
Q1 2021 | $813,000 | +1.4% | 2,959 | -1.2% | 0.40% | -11.8% |
Q4 2020 | $802,000 | – | 2,995 | – | 0.45% | – |
Download |
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% |