VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 786 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $557,143 | +6.0% | 2,601 | +13.7% | 0.16% | +4.7% |
| Q2 2023 | $525,361 | +26.3% | 2,287 | +36.5% | 0.15% | -29.2% |
| Q1 2022 | $416,000 | +4.3% | 1,676 | +18.4% | 0.21% | +3.5% |
| Q4 2021 | $399,000 | +31.2% | 1,415 | +30.3% | 0.20% | +62.9% |
| Q3 2021 | $304,000 | +3.8% | 1,086 | +7.4% | 0.12% | +9.7% |
| Q2 2021 | $293,000 | +42.9% | 1,011 | +35.2% | 0.11% | -3.4% |
| Q1 2021 | $205,000 | – | 748 | – | 0.12% | – |
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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% |