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 | $28,953 | -1.6% | 135 | +5.5% | 0.02% | 0.0% |
| Q2 2023 | $29,435 | +54.5% | 128 | +45.5% | 0.02% | +66.7% |
| Q1 2023 | $19,057 | +90.1% | 88 | +76.0% | 0.01% | +80.0% |
| Q4 2022 | $10,027 | +0.3% | 50 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $10,000 | 0.0% | 50 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $10,000 | -16.7% | 50 | 0.0% | 0.01% | -14.3% |
| Q1 2022 | $12,000 | – | 50 | – | 0.01% | – |
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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% |