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 | $7,109,055 | -3.4% | 33,192 | +3.6% | 2.51% | -1.1% |
Q2 2023 | $7,361,780 | +10.4% | 32,044 | +4.0% | 2.53% | +4.6% |
Q1 2023 | $6,668,440 | +16.0% | 30,814 | +7.5% | 2.42% | +8.7% |
Q4 2022 | $5,750,860 | +7.9% | 28,677 | +5.0% | 2.23% | +5.9% |
Q3 2022 | $5,331,000 | +1.3% | 27,322 | +2.3% | 2.10% | +4.8% |
Q2 2022 | $5,261,000 | -22.6% | 26,703 | -2.5% | 2.01% | -14.5% |
Q1 2022 | $6,797,000 | -36.2% | 27,392 | -27.5% | 2.35% | -33.6% |
Q4 2021 | $10,653,000 | +1.7% | 37,805 | +1.1% | 3.54% | -3.5% |
Q3 2021 | $10,476,000 | -9.3% | 37,393 | -5.8% | 3.67% | -9.5% |
Q2 2021 | $11,554,000 | +7.3% | 39,711 | +1.3% | 4.05% | -0.2% |
Q1 2021 | $10,764,000 | – | 39,193 | – | 4.06% | – |
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% |