VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 831 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.33 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $820,098 | -6.8% | 3,829 | 0.0% | 0.49% | -6.3% |
| Q2 2023 | $879,678 | +6.2% | 3,829 | 0.0% | 0.52% | -1.5% |
| Q1 2023 | $828,637 | +7.9% | 3,829 | 0.0% | 0.53% | +0.4% |
| Q4 2022 | $767,870 | -1.7% | 3,829 | -4.4% | 0.53% | -11.3% |
| Q3 2022 | $781,000 | -1.0% | 4,005 | 0.0% | 0.60% | +3.8% |
| Q2 2022 | $789,000 | -20.6% | 4,005 | 0.0% | 0.57% | -8.2% |
| Q1 2022 | $994,000 | -13.6% | 4,005 | -1.9% | 0.62% | -14.8% |
| Q4 2021 | $1,150,000 | +0.6% | 4,081 | 0.0% | 0.73% | -9.2% |
| Q3 2021 | $1,143,000 | -3.1% | 4,081 | +0.2% | 0.81% | -5.3% |
| Q2 2021 | $1,180,000 | +5.5% | 4,072 | 0.0% | 0.85% | -15.5% |
| Q1 2021 | $1,118,000 | +2.6% | 4,072 | +0.0% | 1.01% | -6.5% |
| Q4 2020 | $1,090,000 | – | 4,071 | – | 1.08% | – |
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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% |