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 | $857,148 | +20.3% | 4,002 | +29.0% | 0.05% | +25.6% |
| Q2 2023 | $712,653 | +29.0% | 3,102 | +21.6% | 0.04% | +21.9% |
| Q1 2023 | $552,278 | +7.9% | 2,552 | 0.0% | 0.03% | +3.2% |
| Q4 2022 | $511,778 | +13.7% | 2,552 | +10.7% | 0.03% | 0.0% |
| Q3 2022 | $450,000 | +0.2% | 2,306 | +1.1% | 0.03% | +6.9% |
| Q2 2022 | $449,000 | +7.9% | 2,281 | +36.1% | 0.03% | +26.1% |
| Q1 2022 | $416,000 | -11.9% | 1,676 | 0.0% | 0.02% | -4.2% |
| Q4 2021 | $472,000 | -40.5% | 1,676 | -40.8% | 0.02% | -45.5% |
| Q3 2021 | $793,000 | -3.3% | 2,829 | 0.0% | 0.04% | -4.3% |
| Q2 2021 | $820,000 | +5.5% | 2,829 | 0.0% | 0.05% | -2.1% |
| Q1 2021 | $777,000 | -22.5% | 2,829 | -24.4% | 0.05% | -27.7% |
| Q4 2020 | $1,002,000 | +51.6% | 3,744 | +21.8% | 0.06% | +35.4% |
| Q3 2020 | $661,000 | +7.7% | 3,075 | 0.0% | 0.05% | +2.1% |
| Q2 2020 | $614,000 | +32.9% | 3,075 | 0.0% | 0.05% | +17.5% |
| Q1 2020 | $462,000 | -32.8% | 3,075 | -11.1% | 0.04% | -14.9% |
| Q4 2019 | $688,000 | +9.2% | 3,460 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $630,000 | -2.2% | 3,460 | 0.0% | 0.05% | -2.1% |
| Q2 2019 | $644,000 | -3.6% | 3,460 | -6.9% | 0.05% | -5.9% |
| Q1 2019 | $668,000 | +19.5% | 3,715 | 0.0% | 0.05% | +6.2% |
| Q4 2018 | $559,000 | -13.2% | 3,715 | +8.0% | 0.05% | -4.0% |
| Q3 2018 | $644,000 | +4.9% | 3,440 | -1.6% | 0.05% | -2.0% |
| Q2 2018 | $614,000 | +10.4% | 3,495 | +3.1% | 0.05% | +8.5% |
| Q1 2018 | $556,000 | – | 3,390 | – | 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% |