VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 819 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $319 | -12.8% | 1,491 | -6.3% | 0.03% | -6.5% |
Q2 2023 | $366 | +6.4% | 1,591 | 0.0% | 0.03% | -3.1% |
Q1 2023 | $344 | +7.8% | 1,591 | 0.0% | 0.03% | +6.7% |
Q4 2022 | $319 | -99.9% | 1,591 | 0.0% | 0.03% | -9.1% |
Q3 2022 | $310,000 | -1.0% | 1,591 | 0.0% | 0.03% | +3.1% |
Q2 2022 | $313,000 | -20.8% | 1,591 | 0.0% | 0.03% | -5.9% |
Q1 2022 | $395,000 | -11.8% | 1,591 | 0.0% | 0.03% | -10.5% |
Q4 2021 | $448,000 | +0.4% | 1,591 | 0.0% | 0.04% | -7.3% |
Q3 2021 | $446,000 | -3.3% | 1,591 | 0.0% | 0.04% | -2.4% |
Q2 2021 | $461,000 | +10.8% | 1,591 | +5.2% | 0.04% | +5.0% |
Q1 2021 | $416,000 | +2.7% | 1,513 | 0.0% | 0.04% | -7.0% |
Q4 2020 | $405,000 | +24.6% | 1,513 | 0.0% | 0.04% | +13.2% |
Q3 2020 | $325,000 | +7.6% | 1,513 | 0.0% | 0.04% | -2.6% |
Q2 2020 | $302,000 | +8.2% | 1,513 | -18.6% | 0.04% | -2.5% |
Q1 2020 | $279,000 | – | 1,858 | – | 0.04% | – |
Download |
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% |