VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 833 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,479,348 | -6.7% | 81,611 | +0.1% | 2.53% | -6.8% |
| Q2 2023 | $18,737,545 | +6.4% | 81,560 | -1.9% | 2.71% | -0.6% |
| Q1 2023 | $17,608,637 | -1.6% | 83,114 | +4.0% | 2.73% | -2.1% |
| Q4 2022 | $17,899,504 | +3.3% | 79,926 | -9.3% | 2.78% | -6.2% |
| Q3 2022 | $17,320,000 | -14.4% | 88,081 | +1.2% | 2.97% | -5.2% |
| Q2 2022 | $20,233,000 | +12.4% | 87,030 | -2.4% | 3.13% | +5.8% |
| Q1 2022 | $18,001,000 | -11.7% | 89,184 | +0.5% | 2.96% | -7.2% |
| Q4 2021 | $20,385,000 | -9.9% | 88,748 | +9.9% | 3.19% | -10.8% |
| Q3 2021 | $22,625,000 | +2.9% | 80,758 | +1.3% | 3.58% | -0.7% |
| Q2 2021 | $21,994,000 | -4.0% | 79,719 | -1.0% | 3.60% | -9.1% |
| Q1 2021 | $22,910,000 | +10.1% | 80,485 | +3.5% | 3.96% | +4.8% |
| Q4 2020 | $20,813,000 | +45.6% | 77,758 | +18.8% | 3.78% | +13.5% |
| Q3 2020 | $14,294,000 | – | 65,476 | – | 3.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 117,818 | $17,708,000 | 23.18% |
| Radnor Financial Advisors, LLC | 125,322 | $18,835,000 | 16.01% |
| DWM Financial Group, Inc. | 32,814 | $4,932,000 | 10.84% |
| BALASA DINVERNO & FOLTZ LLC | 544,919 | $81,901,000 | 10.30% |
| Summit Financial Strategies, Inc. | 119,655 | $17,984,000 | 9.75% |
| BHK Investment Advisors, LLC | 73,738 | $11,083,000 | 7.89% |
| Mosaic Family Wealth, LLC | 84,664 | $12,725,000 | 6.45% |
| CHOREO, LLC | 332,173 | $49,926,000 | 6.14% |
| INSPIRION WEALTH ADVISORS, LLC | 79,427 | $11,938,000 | 5.89% |
| Bishop & Co Investment Management, LLC | 42,325 | $8,410,000 | 5.63% |