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 | $216,322 | +6.2% | 1,010 | +13.9% | 0.11% | +8.8% |
| Q2 2023 | $203,779 | +0.5% | 887 | -5.3% | 0.10% | -8.1% |
| Q1 2023 | $202,776 | -14.3% | 937 | -20.6% | 0.11% | -19.0% |
| Q4 2022 | $236,637 | +98498.8% | 1,180 | -4.1% | 0.14% | -10.5% |
| Q3 2022 | $240 | -2.0% | 1,230 | -1.0% | 0.15% | +3.4% |
| Q2 2022 | $245 | -20.5% | 1,243 | 0.0% | 0.15% | -6.9% |
| Q1 2022 | $308 | -9.1% | 1,243 | +3.2% | 0.16% | -5.9% |
| Q4 2021 | $339 | +5.3% | 1,204 | +4.8% | 0.17% | -6.1% |
| Q3 2021 | $322 | -3.3% | 1,149 | 0.0% | 0.18% | -6.2% |
| Q2 2021 | $333 | +24.7% | 1,149 | +18.3% | 0.19% | +13.6% |
| Q1 2021 | $267 | +7.2% | 971 | +3.7% | 0.17% | -0.6% |
| Q4 2020 | $249 | 0.0% | 936 | -18.7% | 0.17% | -12.8% |
| Q3 2020 | $249 | +8.3% | 1,151 | 0.0% | 0.20% | -2.0% |
| Q2 2020 | $230 | – | 1,151 | – | 0.20% | – |
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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% |