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 | $831,657 | -9.7% | 3,883 | -3.2% | 0.83% | -4.6% |
| Q2 2023 | $921,430 | +4.1% | 4,011 | -2.0% | 0.87% | +0.5% |
| Q1 2023 | $885,452 | +7.2% | 4,092 | -0.7% | 0.87% | +12.5% |
| Q4 2022 | $826,326 | -3.5% | 4,121 | -6.1% | 0.77% | -9.5% |
| Q3 2022 | $856,000 | +2.8% | 4,388 | +3.7% | 0.85% | +10.2% |
| Q2 2022 | $833,000 | -13.8% | 4,230 | +8.6% | 0.77% | +3.5% |
| Q1 2022 | $966,000 | -12.7% | 3,894 | -0.8% | 0.75% | -8.9% |
| Q4 2021 | $1,106,000 | +0.7% | 3,924 | +0.1% | 0.82% | -11.4% |
| Q3 2021 | $1,098,000 | -1.7% | 3,919 | +1.7% | 0.92% | -4.0% |
| Q2 2021 | $1,117,000 | +4.2% | 3,853 | -1.3% | 0.96% | -6.3% |
| Q1 2021 | $1,072,000 | +5.1% | 3,903 | +2.4% | 1.03% | +1.1% |
| Q4 2020 | $1,020,000 | – | 3,812 | – | 1.02% | – |
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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% |