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 | $799,130 | -12.8% | 3,766 | -3.3% | 0.08% | -18.2% |
Q2 2023 | $916,309 | +13.3% | 3,893 | +2.8% | 0.10% | -7.5% |
Q1 2023 | $808,893 | +5.1% | 3,788 | +0.2% | 0.11% | -7.0% |
Q4 2022 | $769,544 | +2.5% | 3,781 | -1.8% | 0.12% | -23.8% |
Q3 2022 | $751,000 | +18.6% | 3,850 | +19.8% | 0.15% | +11.0% |
Q2 2022 | $633,000 | -26.4% | 3,215 | -5.4% | 0.14% | -29.2% |
Q1 2022 | $860,000 | -30.4% | 3,397 | -28.5% | 0.19% | -49.6% |
Q4 2021 | $1,235,000 | – | 4,753 | – | 0.38% | – |
Download |
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% |