VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 767 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $699,354 | -4.2% | 2,796 | -0.2% | 0.32% | -5.0% |
| Q1 2024 | $730,171 | +11.2% | 2,801 | +3.1% | 0.34% | -1.2% |
| Q4 2023 | $656,874 | +13.6% | 2,717 | +0.6% | 0.35% | -2.8% |
| Q3 2023 | $578,301 | -5.4% | 2,700 | +1.4% | 0.36% | -3.3% |
| Q2 2023 | $611,613 | +45.0% | 2,662 | +36.6% | 0.37% | +36.3% |
| Q1 2023 | $421,891 | +24.8% | 1,949 | +15.7% | 0.27% | +16.9% |
| Q4 2022 | $337,924 | +3.0% | 1,685 | +0.4% | 0.23% | -9.8% |
| Q3 2022 | $328,000 | +0.6% | 1,679 | +1.3% | 0.26% | +8.9% |
| Q2 2022 | $326,000 | -18.7% | 1,657 | +2.7% | 0.24% | -7.8% |
| Q1 2022 | $401,000 | -11.7% | 1,614 | +0.2% | 0.26% | -8.6% |
| Q4 2021 | $454,000 | -5.2% | 1,610 | +2.0% | 0.28% | -10.9% |
| Q3 2021 | $479,000 | – | 1,578 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bromfield Sneider Wealth Advisors | 53,956 | $15,204,000 | 15.51% |
| Jentner Corp | 81,506 | $22,968,000 | 15.12% |
| Radnor Financial Advisors, LLC | 149,728 | $42,192,000 | 14.99% |
| BALASA DINVERNO & FOLTZ LLC | 489,821 | $138,027,000 | 8.89% |
| BHK Investment Advisors, LLC | 76,407 | $21,531,000 | 8.49% |
| Summit Financial Strategies, Inc. | 125,947 | $35,491,000 | 6.85% |
| Bishop & Co Investment Management, LLC | 54,119 | $15,250,000 | 6.31% |
| CHOREO, LLC | 453,966 | $127,923,000 | 6.25% |
| New Millennium Group LLC | 28,200 | $7,946,000 | 6.04% |
| Mosaic Family Wealth, LLC | 82,054 | $23,122,000 | 6.02% |