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 | $404,298 | +187.4% | 1,888 | +208.5% | 0.01% | +33.3% |
| Q2 2023 | $140,691 | +6.2% | 612 | 0.0% | 0.01% | -10.0% |
| Q1 2023 | $132,510 | -30.5% | 612 | -35.6% | 0.01% | -33.3% |
| Q4 2022 | $190,559 | +288.9% | 950 | +277.0% | 0.02% | +200.0% |
| Q3 2022 | $49,000 | -66.2% | 252 | -65.9% | 0.01% | -54.5% |
| Q2 2022 | $145,000 | -25.6% | 738 | -6.0% | 0.01% | -15.4% |
| Q1 2022 | $195,000 | -11.8% | 785 | 0.0% | 0.01% | -13.3% |
| Q4 2021 | $221,000 | +12.8% | 785 | +12.3% | 0.02% | 0.0% |
| Q3 2021 | $196,000 | -3.4% | 699 | 0.0% | 0.02% | -6.2% |
| Q2 2021 | $203,000 | +5.7% | 699 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $192,000 | +113.3% | 699 | +108.7% | 0.02% | +100.0% |
| Q4 2020 | $90,000 | +25.0% | 335 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $72,000 | +33.3% | 335 | +23.2% | 0.01% | +33.3% |
| Q2 2020 | $54,000 | +31.7% | 272 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $41,000 | – | 272 | – | 0.01% | – |
Download | ||||||
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% |