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 | $5,089,960 | -5.8% | 23,765 | +1.0% | 4.58% | -4.2% |
| Q2 2023 | $5,404,076 | +8.8% | 23,523 | +2.4% | 4.78% | +0.5% |
| Q1 2023 | $4,968,593 | +10.9% | 22,967 | +2.8% | 4.76% | +0.3% |
| Q4 2022 | $4,481,057 | +22.9% | 22,334 | +19.5% | 4.74% | +9.4% |
| Q3 2022 | $3,646,000 | +8.8% | 18,696 | +9.9% | 4.33% | +16.6% |
| Q2 2022 | $3,351,000 | -36.6% | 17,010 | -20.1% | 3.72% | -15.5% |
| Q1 2022 | $5,285,000 | -6.3% | 21,300 | +6.5% | 4.39% | -5.1% |
| Q4 2021 | $5,639,000 | – | 19,996 | – | 4.63% | – |
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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% |