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 | $519,756 | -10.0% | 2,427 | -3.4% | 0.64% | -3.9% |
| Q2 2023 | $577,417 | +6.4% | 2,513 | +0.2% | 0.66% | -2.2% |
| Q1 2023 | $542,661 | +13.9% | 2,508 | +5.5% | 0.68% | +3.2% |
| Q4 2022 | $476,597 | -5.2% | 2,377 | -7.8% | 0.66% | -10.8% |
| Q3 2022 | $503,000 | -0.2% | 2,579 | +0.8% | 0.73% | +6.4% |
| Q2 2022 | $504,000 | -17.5% | 2,558 | +3.9% | 0.69% | -3.4% |
| Q1 2022 | $611,000 | -9.9% | 2,462 | +0.3% | 0.71% | -6.4% |
| Q4 2021 | $678,000 | – | 2,454 | – | 0.76% | – |
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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% |