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 | $1,457,738 | -6.8% | 6,806 | 0.0% | 0.33% | -4.6% |
| Q2 2023 | $1,563,615 | +6.0% | 6,806 | -0.1% | 0.35% | +0.9% |
| Q1 2023 | $1,475,026 | +8.9% | 6,816 | 0.0% | 0.35% | -27.0% |
| Q4 2022 | $1,354,769 | +0.7% | 6,816 | -1.1% | 0.47% | -10.2% |
| Q3 2022 | $1,345,000 | -14.3% | 6,895 | -1.1% | 0.53% | -0.8% |
| Q2 2022 | $1,570,000 | -17.6% | 6,972 | -9.2% | 0.53% | -6.8% |
| Q1 2022 | $1,906,000 | -13.2% | 7,682 | -1.5% | 0.57% | -11.9% |
| Q4 2021 | $2,197,000 | -6.3% | 7,797 | +0.9% | 0.65% | -7.4% |
| Q3 2021 | $2,345,000 | +5.4% | 7,725 | -0.8% | 0.70% | +0.3% |
| Q2 2021 | $2,225,000 | -1.8% | 7,788 | -2.1% | 0.70% | -2.6% |
| Q1 2021 | $2,265,000 | +5.4% | 7,956 | -0.9% | 0.72% | -11.8% |
| Q4 2020 | $2,149,000 | – | 8,027 | – | 0.81% | – |
Download | ||||||
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% |