VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 836 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $665,254 | +3.2% | 2,660 | +7.6% | 0.02% | +91.7% |
Q1 2024 | $644,343 | +13.7% | 2,471 | +2.5% | 0.01% | -36.8% |
Q4 2023 | $566,652 | +0.1% | 2,410 | -8.8% | 0.02% | -13.6% |
Q3 2023 | $565,979 | -2.0% | 2,643 | +5.2% | 0.02% | +4.8% |
Q2 2023 | $577,397 | -6.9% | 2,513 | -12.3% | 0.02% | -12.5% |
Q1 2023 | $620,215 | +148632.6% | 2,866 | +37.7% | 0.02% | +4.3% |
Q4 2022 | $417 | -99.6% | 2,082 | +326.6% | 0.02% | +283.3% |
Q3 2022 | $95,000 | -82.8% | 488 | -82.5% | 0.01% | -73.9% |
Q2 2022 | $551,000 | -39.8% | 2,796 | -24.2% | 0.02% | -4.2% |
Q1 2022 | $915,000 | -15.6% | 3,689 | -4.1% | 0.02% | 0.0% |
Q4 2021 | $1,084,000 | +26.2% | 3,848 | +25.5% | 0.02% | +4.3% |
Q3 2021 | $859,000 | -4.7% | 3,065 | -1.4% | 0.02% | -4.2% |
Q2 2021 | $901,000 | +113.0% | 3,109 | -10.0% | 0.02% | +118.2% |
Q1 2021 | $423,000 | – | 3,455 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Jentner Corp | 96,232 | $19,208,000 | 21.84% |
Radnor Financial Advisors, LLC | 146,624 | $29,266,000 | 17.53% |
BALASA DINVERNO & FOLTZ LLC | 532,524 | $106,292,000 | 11.79% |
Summit Financial Strategies, Inc. | 120,481 | $24,048,000 | 10.69% |
CABANA LLC | 544,737 | $108,730,000 | 9.99% |
BHK Investment Advisors, LLC | 75,875 | $15,145,000 | 8.95% |
Foundations Investment Advisors, LLC | 462,492 | $93,206,000 | 8.25% |
CHOREO, LLC | 361,514 | $72,158,000 | 6.98% |
Mosaic Family Wealth, LLC | 81,771 | $16,322,000 | 6.75% |
INSPIRION WEALTH ADVISORS, LLC | 79,457 | $15,860,000 | 6.23% |