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 2021 | $3,242,000 | +5.9% | 11,572 | +9.6% | 0.22% | +5.3% |
| Q2 2021 | $3,060,000 | +13.7% | 10,560 | +7.8% | 0.21% | +4.6% |
| Q1 2021 | $2,691,000 | -8.2% | 9,798 | -10.5% | 0.20% | -12.4% |
| Q4 2020 | $2,931,000 | +20.9% | 10,950 | +6.3% | 0.22% | +6.1% |
| Q3 2020 | $2,424,000 | +2.4% | 10,299 | -13.2% | 0.21% | -7.0% |
| Q2 2020 | $2,367,000 | +32.8% | 11,859 | 0.0% | 0.23% | +11.2% |
| Q1 2020 | $1,782,000 | -23.5% | 11,859 | +1.2% | 0.20% | -6.0% |
| Q4 2019 | $2,329,000 | +9.9% | 11,722 | +0.7% | 0.22% | -3.5% |
| Q3 2019 | $2,120,000 | -2.1% | 11,644 | +0.1% | 0.23% | +0.4% |
| Q2 2019 | $2,166,000 | +6.1% | 11,630 | +2.4% | 0.22% | +0.9% |
| Q1 2019 | $2,041,000 | +21.3% | 11,357 | +1.6% | 0.22% | +6.7% |
| Q4 2018 | $1,683,000 | – | 11,173 | – | 0.21% | – |
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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% |