VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 831 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.33 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $190,042 | +1.6% | 887 | +9.0% | 0.01% | +11.1% |
Q2 2023 | $187,013 | -56.0% | 814 | -58.6% | 0.01% | -60.9% |
Q1 2023 | $425,164 | +4.2% | 1,965 | -3.4% | 0.02% | -8.0% |
Q4 2022 | $407,897 | -1.7% | 2,034 | -3.3% | 0.02% | -10.7% |
Q3 2022 | $415,000 | 0.0% | 2,104 | 0.0% | 0.03% | 0.0% |
Q2 2022 | $415,000 | -25.6% | 2,104 | +6.3% | 0.03% | -15.2% |
Q4 2021 | $558,000 | -50.0% | 1,979 | -50.3% | 0.03% | -8.3% |
Q3 2021 | $1,116,000 | -17.5% | 3,983 | -14.7% | 0.04% | -16.3% |
Q2 2021 | $1,353,000 | +13.9% | 4,670 | +8.0% | 0.04% | 0.0% |
Q1 2021 | $1,188,000 | – | 4,324 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Jentner Corp | 117,818 | $17,708,000 | 23.18% |
Radnor Financial Advisors, LLC | 125,322 | $18,835,000 | 16.01% |
DWM Financial Group, Inc. | 32,814 | $4,932,000 | 10.84% |
BALASA DINVERNO & FOLTZ LLC | 544,919 | $81,901,000 | 10.30% |
Summit Financial Strategies, Inc. | 119,655 | $17,984,000 | 9.75% |
BHK Investment Advisors, LLC | 73,738 | $11,083,000 | 7.89% |
Mosaic Family Wealth, LLC | 84,664 | $12,725,000 | 6.45% |
CHOREO, LLC | 332,173 | $49,926,000 | 6.14% |
INSPIRION WEALTH ADVISORS, LLC | 79,427 | $11,938,000 | 5.89% |
Bishop & Co Investment Management, LLC | 42,325 | $8,410,000 | 5.63% |