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 | $208,611 | -6.0% | 974 | +0.8% | 0.16% | -5.7% |
Q2 2023 | $221,929 | +3.7% | 966 | -2.3% | 0.18% | -4.4% |
Q1 2023 | $214,029 | +5.3% | 989 | -2.5% | 0.18% | -1.1% |
Q4 2022 | $203,348 | -9.6% | 1,014 | -12.1% | 0.18% | -20.6% |
Q3 2022 | $225,000 | -6.6% | 1,154 | -5.6% | 0.23% | -6.4% |
Q2 2022 | $241,000 | -32.5% | 1,222 | -15.1% | 0.25% | -23.1% |
Q1 2022 | $357,000 | -34.4% | 1,439 | -25.5% | 0.32% | -32.6% |
Q4 2021 | $544,000 | – | 1,931 | – | 0.48% | – |
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% |