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 | $384,781 | -7.6% | 1,797 | -0.9% | 0.34% | -5.0% |
Q2 2023 | $416,522 | +0.3% | 1,813 | -5.5% | 0.36% | -5.2% |
Q1 2023 | $415,147 | -6.5% | 1,918 | -13.4% | 0.38% | -12.4% |
Q4 2022 | $443,955 | +0.9% | 2,214 | -0.9% | 0.44% | -4.0% |
Q2 2022 | $440,000 | -21.6% | 2,235 | -1.1% | 0.45% | -7.6% |
Q1 2022 | $561,000 | +0.4% | 2,261 | +0.8% | 0.49% | -2.4% |
Q4 2021 | $559,000 | – | 2,242 | – | 0.50% | – |
Download |
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% |