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 | $2,000,682 | -4.9% | 9,341 | +2.1% | 1.02% | -1.6% |
| Q2 2023 | $2,102,785 | +9.2% | 9,153 | +2.9% | 1.04% | -0.3% |
| Q1 2023 | $1,925,663 | +8.4% | 8,898 | +0.5% | 1.04% | -1.4% |
| Q4 2022 | $1,775,829 | +13.7% | 8,855 | +10.6% | 1.06% | -3.2% |
| Q3 2022 | $1,562,000 | +4.1% | 8,007 | +5.1% | 1.10% | +3.8% |
| Q2 2022 | $1,501,000 | -1.4% | 7,620 | +24.2% | 1.06% | +10.1% |
| Q1 2022 | $1,522,000 | -12.9% | 6,135 | -1.0% | 0.96% | -12.3% |
| Q4 2021 | $1,747,000 | +13.4% | 6,199 | +12.7% | 1.09% | +11.3% |
| Q3 2021 | $1,541,000 | +12.6% | 5,501 | +16.5% | 0.98% | +10.5% |
| Q2 2021 | $1,368,000 | +42.4% | 4,720 | +34.8% | 0.89% | +29.6% |
| Q1 2021 | $961,000 | +65.7% | 3,501 | +61.5% | 0.68% | +46.7% |
| Q4 2020 | $580,000 | – | 2,168 | – | 0.47% | – |
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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% |