VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 955 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.85 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $766,958 | -4.1% | 3,066 | 0.0% | 0.28% | -7.0% |
| Q1 2024 | $799,430 | +10.1% | 3,066 | +2.1% | 0.30% | +1.4% |
| Q4 2023 | $726,278 | +5.6% | 3,004 | -6.5% | 0.30% | -6.0% |
| Q3 2023 | $687,978 | -5.8% | 3,212 | +1.0% | 0.32% | -6.0% |
| Q2 2023 | $730,526 | +21.7% | 3,180 | +6.3% | 0.34% | +12.8% |
| Q4 2022 | $600,085 | – | 2,992 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 96,232 | $19,208,000 | 21.84% |
| Radnor Financial Advisors, LLC | 146,624 | $29,266,000 | 17.53% |
| BALASA DINVERNO & FOLTZ LLC | 532,524 | $106,292,000 | 11.79% |
| Summit Financial Strategies, Inc. | 120,481 | $24,048,000 | 10.69% |
| CABANA LLC | 544,737 | $108,730,000 | 9.99% |
| BHK Investment Advisors, LLC | 75,875 | $15,145,000 | 8.95% |
| Foundations Investment Advisors, LLC | 462,492 | $93,206,000 | 8.25% |
| CHOREO, LLC | 361,514 | $72,158,000 | 6.98% |
| Mosaic Family Wealth, LLC | 81,771 | $16,322,000 | 6.75% |
| INSPIRION WEALTH ADVISORS, LLC | 79,457 | $15,860,000 | 6.23% |