VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 819 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $384,667 | -8.3% | 1,796 | -1.6% | 0.00% | -50.0% |
Q2 2023 | $419,505 | -23.4% | 1,826 | -27.9% | 0.00% | 0.0% |
Q1 2023 | $547,733 | +23.0% | 2,531 | +14.0% | 0.00% | 0.0% |
Q4 2022 | $445,198 | -6.7% | 2,220 | -9.4% | 0.00% | 0.0% |
Q3 2022 | $477,000 | -8.1% | 2,449 | -7.2% | 0.00% | 0.0% |
Q2 2022 | $519,000 | -29.2% | 2,638 | -10.8% | 0.00% | 0.0% |
Q1 2022 | $733,000 | -8.5% | 2,958 | +4.0% | 0.00% | -33.3% |
Q4 2021 | $801,000 | +1.6% | 2,844 | +1.1% | 0.00% | 0.0% |
Q3 2021 | $788,000 | +4.1% | 2,814 | +7.7% | 0.00% | 0.0% |
Q2 2021 | $757,000 | +5.6% | 2,614 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $717,000 | +68.3% | 2,614 | +64.1% | 0.00% | +50.0% |
Q4 2020 | $426,000 | +24.6% | 1,593 | +0.1% | 0.00% | 0.0% |
Q3 2020 | $342,000 | +7.9% | 1,592 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $317,000 | +56.2% | 1,592 | +17.8% | 0.00% | +100.0% |
Q1 2020 | $203,000 | -24.3% | 1,352 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $268,000 | +8.9% | 1,352 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $246,000 | -12.5% | 1,352 | -10.6% | 0.00% | -50.0% |
Q2 2019 | $281,000 | +3.7% | 1,512 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $271,000 | +63.3% | 1,512 | +36.6% | 0.00% | +100.0% |
Q4 2018 | $166,000 | -38.1% | 1,107 | -22.7% | 0.00% | 0.0% |
Q3 2018 | $268,000 | +26.4% | 1,433 | +18.6% | 0.00% | 0.0% |
Q2 2018 | $212,000 | +7.1% | 1,208 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $198,000 | +2.1% | 1,208 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $194,000 | +618.5% | 1,208 | +574.9% | 0.00% | – |
Q3 2017 | $27,000 | +3.8% | 179 | +0.6% | 0.00% | – |
Q2 2017 | $26,000 | +4.0% | 178 | 0.0% | 0.00% | – |
Q1 2017 | $25,000 | – | 178 | – | 0.00% | – |
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% |