VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 825 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $913,419 | -4.0% | 4,265 | +3.0% | 0.16% | -0.6% |
| Q2 2023 | $951,073 | +2.8% | 4,140 | -3.2% | 0.16% | -1.2% |
| Q1 2023 | $925,114 | +11.1% | 4,275 | +2.9% | 0.17% | +6.4% |
| Q4 2022 | $832,791 | +2.1% | 4,153 | -0.7% | 0.16% | -3.7% |
| Q3 2022 | $816,000 | -8.7% | 4,183 | -7.8% | 0.16% | -3.6% |
| Q2 2022 | $894,000 | -18.8% | 4,538 | +2.3% | 0.17% | -5.6% |
| Q1 2022 | $1,101,000 | -2.4% | 4,438 | -3.6% | 0.18% | -5.3% |
| Q4 2021 | $1,128,000 | -1.0% | 4,605 | +13.3% | 0.19% | -3.6% |
| Q3 2021 | $1,139,000 | -2.1% | 4,065 | +1.3% | 0.20% | -4.9% |
| Q2 2021 | $1,163,000 | +54.0% | 4,013 | +46.0% | 0.20% | +42.4% |
| Q1 2021 | $755,000 | +78.5% | 2,749 | +73.8% | 0.14% | +61.8% |
| Q4 2020 | $423,000 | – | 1,582 | – | 0.09% | – |
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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% |