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 | $19,571,868 | -1.6% | 91,380 | +5.5% | 3.84% | -5.5% |
| Q2 2023 | $19,892,142 | +9.5% | 86,585 | +3.1% | 4.07% | +1.7% |
| Q1 2023 | $18,174,161 | +14.8% | 83,980 | +6.3% | 4.00% | +2.5% |
| Q4 2022 | $15,836,056 | +13.3% | 78,967 | +11.3% | 3.90% | -2.7% |
| Q2 2022 | $13,982,163 | -8.1% | 70,965 | +15.7% | 4.01% | -1.4% |
| Q1 2022 | $15,217,717 | +12.0% | 61,330 | +27.2% | 4.07% | +6.7% |
| Q4 2021 | $13,589,365 | – | 48,225 | – | 3.81% | – |
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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% |