VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 836 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $362,689 | -3.2% | 1,450 | 0.0% | 0.12% | -8.8% |
| Q1 2024 | $374,550 | +7.7% | 1,450 | +0.8% | 0.14% | -0.7% |
| Q4 2023 | $347,907 | +25.6% | 1,439 | +11.3% | 0.14% | +8.7% |
| Q3 2023 | $276,935 | -11.6% | 1,293 | -5.1% | 0.13% | +3.3% |
| Q2 2023 | $313,135 | +6.2% | 1,363 | 0.0% | 0.12% | -3.1% |
| Q1 2023 | $294,967 | +7.9% | 1,363 | 0.0% | 0.13% | -21.6% |
| Q4 2022 | $273,336 | – | 1,363 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bell Rock Capital LLC | 95,982 | $18,911,000 | 14.71% |
| Jentner Corp | 96,828 | $19,078,000 | 14.49% |
| Bromfield Sneider Wealth Advisors | 55,730 | $10,980,000 | 13.35% |
| Radnor Financial Advisors, LLC | 156,883 | $30,911,000 | 10.64% |
| American Financial Advisors, LLC | 172,831 | $34,053,000 | 9.04% |
| BHK Investment Advisors, LLC | 93,368 | $18,396,000 | 8.27% |
| BALASA DINVERNO & FOLTZ LLC | 525,889 | $103,616,000 | 6.52% |
| Bishop & Co Investment Management, LLC | 60,581 | $11,936,000 | 5.95% |
| Summit Financial Strategies, Inc. | 126,846 | $24,992,000 | 5.85% |
| WP Advisors, LLC | 64,008 | $12,611,000 | 5.48% |