VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 838 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,323,177 | -5.6% | 15,516 | +1.3% | 2.52% | -19.7% |
| Q2 2023 | $3,519,594 | +9.7% | 15,320 | +3.4% | 3.14% | +4.4% |
| Q1 2023 | $3,207,793 | +8.2% | 14,823 | +0.3% | 3.00% | +15.2% |
| Q4 2022 | $2,963,532 | +834.9% | 14,778 | +809.4% | 2.61% | +634.6% |
| Q3 2022 | $317,000 | -0.9% | 1,625 | +0.2% | 0.36% | +2.6% |
| Q2 2022 | $320,000 | -20.4% | 1,622 | +0.1% | 0.35% | -20.6% |
| Q1 2022 | $402,000 | -22.7% | 1,621 | -12.2% | 0.44% | -15.0% |
| Q4 2021 | $520,000 | – | 1,847 | – | 0.51% | – |
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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% |