VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 27 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $13,706,314 | +12.2% | 56,692 | -0.6% | 9.28% | +0.8% |
| Q3 2023 | $12,215,282 | -6.1% | 57,033 | +0.7% | 9.20% | -10.9% |
| Q2 2023 | $13,011,415 | +5.0% | 56,635 | -1.1% | 10.33% | -1.0% |
| Q1 2023 | $12,395,051 | +9.2% | 57,276 | +1.2% | 10.43% | -0.8% |
| Q4 2022 | $11,349,813 | +3.5% | 56,596 | +0.7% | 10.52% | -18.9% |
| Q3 2022 | $10,968,000 | -0.1% | 56,207 | +0.9% | 12.97% | -2.9% |
| Q2 2022 | $10,980,000 | -18.2% | 55,730 | +3.0% | 13.35% | -5.2% |
| Q1 2022 | $13,423,000 | -11.7% | 54,098 | +0.3% | 14.09% | -9.2% |
| Q4 2021 | $15,204,000 | – | 53,956 | – | 15.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 85,208 | $22,807,000 | 22.41% |
| Radnor Financial Advisors, LLC | 141,213 | $37,797,000 | 17.56% |
| BALASA DINVERNO & FOLTZ LLC | 503,793 | $134,845,000 | 11.19% |
| Summit Financial Strategies, Inc. | 114,096 | $30,539,000 | 10.49% |
| BHK Investment Advisors, LLC | 73,207 | $19,595,000 | 9.14% |
| CHOREO, LLC | 409,770 | $109,679,000 | 7.77% |
| Mosaic Family Wealth, LLC | 76,405 | $20,450,000 | 6.83% |
| AFFINITY WEALTH MANAGEMENT LLC | 112,643 | $32,175,000 | 6.79% |
| Bishop & Co Investment Management, LLC | 45,510 | $12,181,000 | 6.73% |
| RFG HOLDINGS, INC. | 38,149 | $10,211,000 | 6.67% |