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 | $3,547,416 | -5.1% | 16,563 | +1.8% | 1.73% | -2.1% |
| Q2 2023 | $3,739,304 | +13.4% | 16,276 | +6.8% | 1.76% | +0.3% |
| Q1 2023 | $3,296,477 | +8.4% | 15,233 | +0.4% | 1.76% | -2.1% |
| Q4 2022 | $3,041,377 | +6.8% | 15,166 | +3.9% | 1.80% | -1.4% |
| Q3 2022 | $2,848,000 | +3.6% | 14,596 | +4.7% | 1.82% | +7.8% |
| Q2 2022 | $2,748,000 | -9.6% | 13,945 | +13.8% | 1.69% | +0.5% |
| Q1 2022 | $3,040,000 | -5.2% | 12,251 | +7.7% | 1.68% | -0.1% |
| Q4 2021 | $3,206,000 | +5.7% | 11,378 | +5.1% | 1.68% | -2.2% |
| Q3 2021 | $3,032,000 | +1.0% | 10,824 | +4.4% | 1.72% | -1.6% |
| Q2 2021 | $3,003,000 | +13.1% | 10,363 | +7.2% | 1.75% | +4.1% |
| Q1 2021 | $2,655,000 | +5.0% | 9,667 | +2.3% | 1.68% | -1.6% |
| Q4 2020 | $2,529,000 | – | 9,450 | – | 1.71% | – |
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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% |