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 | $1,624,954 | -9.5% | 7,587 | -3.0% | 0.14% | -16.1% |
| Q2 2023 | $1,796,505 | +4.2% | 7,820 | -1.9% | 0.16% | +2.5% |
| Q1 2023 | $1,724,479 | +5.3% | 7,969 | -2.4% | 0.16% | +3.3% |
| Q4 2022 | $1,637,294 | +3.2% | 8,164 | +0.4% | 0.15% | -3.8% |
| Q3 2022 | $1,587,000 | -4.7% | 8,135 | -3.7% | 0.16% | +1.3% |
| Q2 2022 | $1,665,000 | -23.5% | 8,451 | -3.7% | 0.16% | -14.3% |
| Q1 2022 | $2,176,000 | -14.8% | 8,772 | -3.2% | 0.18% | -11.2% |
| Q4 2021 | $2,554,000 | +1.7% | 9,062 | +1.1% | 0.20% | -6.4% |
| Q3 2021 | $2,511,000 | -1.8% | 8,961 | +1.5% | 0.22% | +1.4% |
| Q2 2021 | $2,557,000 | +19.9% | 8,825 | +13.6% | 0.22% | +12.5% |
| Q1 2021 | $2,133,000 | +9.7% | 7,767 | +6.9% | 0.19% | +1.1% |
| Q4 2020 | $1,945,000 | +53.8% | 7,266 | +23.4% | 0.19% | +36.7% |
| Q3 2020 | $1,265,000 | +19.0% | 5,887 | +10.5% | 0.14% | +16.8% |
| Q2 2020 | $1,063,000 | +153.7% | 5,326 | +91.0% | 0.12% | +120.4% |
| Q1 2020 | $419,000 | -10.5% | 2,789 | +18.3% | 0.05% | +14.9% |
| Q4 2019 | $468,000 | +47.2% | 2,358 | +34.9% | 0.05% | +38.2% |
| Q3 2019 | $318,000 | – | 1,748 | – | 0.03% | – |
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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% |