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 | $10,735,773 | -6.1% | 50,125 | +0.7% | 4.56% | -2.5% |
| Q2 2023 | $11,438,755 | +8.6% | 49,790 | +2.3% | 4.67% | +1.7% |
| Q1 2023 | $10,535,272 | +7.9% | 48,682 | -0.0% | 4.60% | +1.9% |
| Q4 2022 | $9,762,806 | +3.1% | 48,683 | +0.3% | 4.51% | -7.6% |
| Q3 2022 | $9,472,115 | +8.7% | 48,543 | +9.8% | 4.88% | +12.2% |
| Q2 2022 | $8,713,373 | -26.8% | 44,224 | -7.8% | 4.35% | -15.2% |
| Q1 2022 | $11,903,408 | +6.3% | 47,972 | +20.7% | 5.14% | +14.1% |
| Q4 2021 | $11,202,411 | – | 39,754 | – | 4.50% | – |
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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% |