VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 833 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $461,819 | +7.4% | 2,134 | -0.5% | 0.31% | +2.0% |
| Q4 2022 | $429,958 | +2.9% | 2,144 | +0.0% | 0.30% | +3.1% |
| Q3 2022 | $418,000 | -0.9% | 2,143 | 0.0% | 0.29% | +5.8% |
| Q2 2022 | $422,000 | -20.5% | 2,143 | +0.0% | 0.28% | -4.5% |
| Q1 2022 | $531,000 | -10.3% | 2,142 | +1.9% | 0.29% | -7.9% |
| Q4 2021 | $592,000 | +1.0% | 2,102 | +0.5% | 0.32% | -6.2% |
| Q3 2021 | $586,000 | +26.6% | 2,092 | -2.8% | 0.34% | -12.9% |
| Q3 2020 | $463,000 | +5.0% | 2,152 | -2.5% | 0.39% | -2.8% |
| Q2 2020 | $441,000 | +32.8% | 2,207 | 0.0% | 0.40% | +4.5% |
| Q1 2020 | $332,000 | -28.8% | 2,207 | -6.0% | 0.38% | -7.3% |
| Q4 2019 | $466,000 | +2.9% | 2,347 | -5.6% | 0.41% | -3.7% |
| Q3 2019 | $453,000 | -1.7% | 2,487 | +0.4% | 0.43% | -3.2% |
| Q2 2019 | $461,000 | +10.3% | 2,477 | +7.5% | 0.44% | +2.3% |
| Q2 2018 | $418,000 | +14.5% | 2,304 | +3.6% | 0.43% | -10.6% |
| Q1 2018 | $365,000 | – | 2,224 | – | 0.48% | – |
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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% |