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 | $242,268 | -9.7% | 1,131 | -3.1% | 0.03% | -5.9% |
| Q2 2023 | $268,209 | -3.6% | 1,167 | -9.2% | 0.03% | -10.5% |
| Q1 2023 | $278,106 | +3.7% | 1,285 | -3.9% | 0.04% | +2.7% |
| Q4 2022 | $268,067 | +6.4% | 1,337 | +3.7% | 0.04% | -2.6% |
| Q3 2022 | $252,000 | +12.5% | 1,289 | +13.3% | 0.04% | +8.6% |
| Q2 2022 | $224,000 | -32.5% | 1,138 | -15.1% | 0.04% | -22.2% |
| Q1 2022 | $332,000 | -13.3% | 1,340 | -1.5% | 0.04% | -15.1% |
| Q4 2021 | $383,000 | +1.6% | 1,360 | +1.0% | 0.05% | -8.6% |
| Q3 2021 | $377,000 | +4.4% | 1,347 | +8.0% | 0.06% | +7.4% |
| Q2 2021 | $361,000 | +5.6% | 1,247 | 0.0% | 0.05% | -1.8% |
| Q1 2021 | $342,000 | +5.9% | 1,247 | +3.4% | 0.06% | -8.3% |
| Q4 2020 | $323,000 | +15.8% | 1,206 | -7.2% | 0.06% | +3.4% |
| Q3 2020 | $279,000 | -12.3% | 1,299 | -18.5% | 0.06% | -17.1% |
| Q2 2020 | $318,000 | +33.6% | 1,593 | +0.8% | 0.07% | +11.1% |
| Q1 2020 | $238,000 | -14.4% | 1,580 | +13.0% | 0.06% | +8.6% |
| Q4 2019 | $278,000 | +25.2% | 1,398 | +14.6% | 0.06% | +18.4% |
| Q3 2019 | $222,000 | +6.2% | 1,220 | +8.7% | 0.05% | +4.3% |
| Q2 2019 | $209,000 | +3.5% | 1,122 | 0.0% | 0.05% | -2.1% |
| Q1 2019 | $202,000 | -1.0% | 1,122 | +2.8% | 0.05% | +2.1% |
| Q3 2018 | $204,000 | – | 1,091 | – | 0.05% | – |
Download | ||||||
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% |