VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 27 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,144,084 | +2.9% | 8,868 | -8.8% | 1.90% | +24.0% |
| Q3 2023 | $2,082,972 | -7.5% | 9,725 | -0.8% | 1.54% | -5.7% |
| Q2 2023 | $2,252,399 | +6.3% | 9,804 | +0.2% | 1.63% | -4.2% |
| Q1 2023 | $2,118,321 | +8.1% | 9,788 | +0.1% | 1.70% | +0.6% |
| Q4 2022 | $1,960,069 | +2.0% | 9,774 | -0.3% | 1.69% | -12.3% |
| Q3 2022 | $1,921,000 | -0.3% | 9,801 | +0.2% | 1.93% | -10.1% |
| Q2 2022 | $1,927,000 | -28.6% | 9,782 | -10.0% | 2.15% | -17.4% |
| Q1 2022 | $2,697,000 | -10.8% | 10,870 | +1.4% | 2.60% | -8.8% |
| Q4 2021 | $3,022,000 | – | 10,725 | – | 2.85% | – |
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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% |