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 | $163,489,889 | -4.2% | 763,313 | +2.7% | 0.29% | -1.3% |
| Q2 2023 | $170,745,722 | +11.1% | 743,127 | +4.6% | 0.30% | +4.6% |
| Q1 2023 | $153,685,936 | +14.5% | 710,165 | +6.1% | 0.28% | -4.4% |
| Q4 2022 | $134,174,362 | +2.2% | 669,115 | -0.5% | 0.30% | +1.7% |
| Q3 2022 | $131,222,000 | +5.2% | 672,408 | +6.4% | 0.29% | +8.9% |
| Q2 2022 | $124,774,000 | -11.2% | 631,983 | +10.9% | 0.27% | -4.9% |
| Q1 2022 | $140,551,000 | -2.1% | 569,760 | +12.0% | 0.28% | +5.2% |
| Q4 2021 | $143,533,000 | +29.5% | 508,603 | +28.7% | 0.27% | +15.9% |
| Q3 2021 | $110,817,000 | +1.5% | 395,206 | +4.9% | 0.23% | -4.1% |
| Q2 2021 | $109,168,000 | +17.4% | 376,886 | +8.5% | 0.24% | +3.4% |
| Q1 2021 | $92,952,000 | +0.0% | 347,231 | -0.0% | 0.23% | -2.5% |
| Q4 2020 | $92,950,000 | +24.1% | 347,232 | -0.1% | 0.24% | +10.6% |
| Q3 2020 | $74,909,000 | +8.4% | 347,564 | +0.5% | 0.22% | +1.4% |
| Q2 2020 | $69,094,000 | +87.8% | 345,707 | +41.4% | 0.21% | +58.5% |
| Q1 2020 | $36,801,000 | -40.9% | 244,415 | -21.8% | 0.14% | -27.4% |
| Q4 2019 | $62,269,000 | +10.4% | 312,666 | +0.8% | 0.19% | +29.2% |
| Q3 2019 | $56,422,000 | +4.2% | 310,231 | +6.7% | 0.14% | -18.6% |
| Q2 2019 | $54,153,000 | +11.4% | 290,873 | +7.5% | 0.18% | +8.6% |
| Q1 2019 | $48,617,000 | +30.4% | 270,506 | +9.4% | 0.16% | +22.6% |
| Q4 2018 | $37,278,000 | -38.2% | 247,342 | -23.1% | 0.13% | -39.3% |
| Q3 2018 | $60,346,000 | +3.3% | 321,482 | -3.2% | 0.22% | +10.6% |
| Q2 2018 | $58,391,000 | +9.7% | 332,144 | +2.3% | 0.20% | -2.9% |
| Q1 2018 | $53,206,000 | +29.8% | 324,520 | +27.3% | 0.20% | +43.7% |
| Q4 2017 | $40,999,000 | +3.3% | 254,888 | -2.0% | 0.14% | +0.7% |
| Q3 2017 | $39,682,000 | +52.0% | 259,974 | +45.1% | 0.14% | +35.6% |
| Q2 2017 | $26,108,000 | +25.8% | 179,155 | +21.4% | 0.10% | +14.3% |
| Q1 2017 | $20,754,000 | +33.9% | 147,538 | +26.7% | 0.09% | +21.3% |
| Q4 2016 | $15,500,000 | -14.5% | 116,424 | -15.4% | 0.08% | -18.5% |
| Q3 2016 | $18,136,000 | +39.7% | 137,624 | +31.3% | 0.09% | +17.9% |
| Q2 2016 | $12,985,000 | +28.6% | 104,801 | +23.5% | 0.08% | +23.8% |
| Q1 2016 | $10,097,000 | +70.5% | 84,847 | +74.0% | 0.06% | +75.0% |
| Q4 2015 | $5,921,000 | -19.1% | 48,755 | -21.5% | 0.04% | -46.3% |
| Q3 2015 | $7,318,000 | -7.0% | 62,127 | +6.0% | 0.07% | -5.6% |
| Q2 2015 | $7,872,000 | +34.3% | 58,637 | +31.8% | 0.07% | +39.2% |
| Q1 2015 | $5,861,000 | +55.7% | 44,482 | +48.8% | 0.05% | +54.5% |
| Q4 2014 | $3,765,000 | – | 29,885 | – | 0.03% | – |
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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% |