VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 955 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.85 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,035,225 | -9.9% | 8,137 | -6.0% | 1.64% | -12.2% |
| Q1 2024 | $2,257,601 | +5.3% | 8,659 | -2.4% | 1.87% | -1.8% |
| 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 | 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% |