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 | $212,264 | -2.5% | 991 | +4.5% | 0.15% | +0.7% |
| Q2 2023 | $217,760 | +6.3% | 948 | +0.1% | 0.15% | -10.6% |
| Q1 2023 | $204,848 | -5.6% | 947 | -15.0% | 0.17% | -21.7% |
| Q3 2022 | $217,000 | -12.5% | 1,114 | -11.6% | 0.22% | -10.0% |
| Q2 2022 | $248,000 | -51.4% | 1,260 | -38.7% | 0.24% | -44.1% |
| Q1 2022 | $510,000 | -34.2% | 2,055 | -25.2% | 0.43% | -33.0% |
| Q4 2021 | $775,000 | +9.9% | 2,749 | +9.3% | 0.64% | -5.0% |
| Q3 2021 | $705,000 | -4.0% | 2,516 | -0.7% | 0.68% | +4.3% |
| Q2 2021 | $734,000 | +17.3% | 2,534 | +11.2% | 0.65% | +14.7% |
| Q1 2021 | $626,000 | +52.7% | 2,279 | +48.5% | 0.57% | +28.9% |
| Q4 2020 | $410,000 | – | 1,535 | – | 0.44% | – |
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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% |