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 | $282,075 | -5.1% | 1,317 | +1.8% | 0.10% | -3.0% |
| Q2 2023 | $297,284 | +0.3% | 1,294 | -5.5% | 0.10% | -14.5% |
| Q1 2023 | $296,482 | +7.1% | 1,370 | -0.8% | 0.12% | +9.3% |
| Q4 2022 | $276,946 | +2.3% | 1,381 | -0.5% | 0.11% | -19.5% |
| Q3 2022 | $270,840 | -1.0% | 1,388 | -0.1% | 0.13% | +6.4% |
| Q2 2022 | $273,675 | -6.2% | 1,389 | +18.1% | 0.12% | +3.3% |
| Q1 2022 | $291,801 | +0.5% | 1,176 | +14.2% | 0.12% | +1.7% |
| Q4 2021 | $290,244 | +37.4% | 1,030 | +36.6% | 0.12% | +22.7% |
| Q3 2021 | $211,241 | -4.3% | 754 | -1.0% | 0.10% | -6.7% |
| Q2 2021 | $220,820 | – | 762 | – | 0.10% | – |
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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% |