VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,204,868 | -6.7% | 5,625 | +0.0% | 0.92% | -6.2% |
| Q2 2023 | $1,291,897 | +7.4% | 5,623 | +1.2% | 0.98% | 0.0% |
| Q1 2023 | $1,203,026 | +9.4% | 5,559 | +1.3% | 0.98% | +2.0% |
| Q4 2022 | $1,100,128 | -3.8% | 5,486 | -6.4% | 0.96% | -11.2% |
| Q3 2022 | $1,144,000 | -1.0% | 5,861 | -0.1% | 1.08% | +1.3% |
| Q2 2022 | $1,156,000 | -18.9% | 5,866 | +2.1% | 1.06% | -5.6% |
| Q1 2022 | $1,426,000 | -9.1% | 5,745 | +3.2% | 1.13% | -11.3% |
| Q4 2021 | $1,569,000 | – | 5,569 | – | 1.27% | – |
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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% |