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 | $1,555,567 | -6.0% | 7,263 | +0.9% | 0.61% | -0.3% |
| Q2 2023 | $1,653,991 | +5.5% | 7,199 | -0.6% | 0.61% | +2.2% |
| Q1 2023 | $1,567,224 | +196.6% | 7,242 | +174.8% | 0.60% | +186.1% |
| Q4 2022 | $528,483 | +3.0% | 2,635 | +0.2% | 0.21% | -4.6% |
| Q3 2022 | $513,000 | +62.3% | 2,630 | +106.8% | 0.22% | +103.7% |
| Q1 2022 | $316,000 | -6.0% | 1,272 | +6.8% | 0.11% | -1.8% |
| Q4 2021 | $336,000 | +12.0% | 1,191 | +11.1% | 0.11% | +6.9% |
| Q3 2021 | $300,000 | – | 1,072 | – | 0.10% | – |
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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% |