VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 825 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |