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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,726,044 | +10.4% | 16,219 | +4.0% | 3.12% | +4.1% |
| Q1 2023 | $3,376,467 | +14.6% | 15,602 | +6.2% | 3.00% | +4.7% |
| Q4 2022 | $2,945,300 | +4.0% | 14,687 | +1.2% | 2.86% | -8.2% |
| Q3 2022 | $2,832,000 | -2.1% | 14,513 | -1.1% | 3.12% | +3.5% |
| Q2 2022 | $2,892,000 | -20.2% | 14,680 | +0.5% | 3.01% | -7.9% |
| Q1 2022 | $3,626,000 | -1.9% | 14,614 | +11.4% | 3.27% | -1.3% |
| Q4 2021 | $3,698,000 | +2.3% | 13,122 | +1.7% | 3.31% | -2.5% |
| Q3 2021 | $3,614,000 | -3.1% | 12,901 | +0.2% | 3.40% | -2.0% |
| Q2 2021 | $3,731,000 | – | 12,874 | – | 3.47% | – |
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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% |