VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 833 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $174,602 | +1.0% | 760 | -4.9% | 0.10% | +7.2% |
Q1 2023 | $172,912 | +7.9% | 799 | 0.0% | 0.10% | +7.8% |
Q4 2022 | $160,231 | -14.8% | 799 | -17.0% | 0.09% | -10.9% |
Q3 2022 | $188,000 | -8.3% | 963 | -7.5% | 0.10% | +11.0% |
Q2 2022 | $205,000 | -30.5% | 1,041 | -12.5% | 0.09% | -22.9% |
Q1 2022 | $295,000 | -19.4% | 1,190 | -8.3% | 0.12% | -16.9% |
Q4 2021 | $366,000 | -0.3% | 1,298 | -1.0% | 0.14% | -5.3% |
Q3 2021 | $367,000 | -5.4% | 1,311 | -2.2% | 0.15% | -6.2% |
Q2 2021 | $388,000 | -3.0% | 1,340 | -8.1% | 0.16% | -23.8% |
Q1 2021 | $400,000 | -1.2% | 1,458 | -3.6% | 0.21% | -45.2% |
Q4 2020 | $405,000 | – | 1,513 | – | 0.38% | – |
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% |