VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 222 filers reported holding VANGUARD INDEX FDS in Q1 2014. The put-call ratio across all filers is 1.92 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $27,203,000 | +7.9% | 139,412 | +8.9% | 0.67% | +17.2% |
Q2 2022 | $25,221,000 | -8.7% | 128,006 | +14.9% | 0.57% | +6.5% |
Q1 2022 | $27,636,000 | +17.0% | 111,379 | +32.9% | 0.54% | +21.9% |
Q4 2021 | $23,618,000 | +24.4% | 83,816 | +23.7% | 0.44% | +32.3% |
Q3 2021 | $18,988,000 | -1.5% | 67,778 | +1.9% | 0.33% | +5.0% |
Q2 2021 | $19,284,000 | +3.3% | 66,543 | -2.1% | 0.32% | -3.9% |
Q1 2021 | $18,664,000 | +11.7% | 67,955 | +8.9% | 0.33% | +14.1% |
Q4 2020 | $16,704,000 | +23.2% | 62,408 | -1.1% | 0.29% | -19.4% |
Q3 2020 | $13,561,000 | +6.1% | 63,094 | -1.4% | 0.36% | -1.6% |
Q2 2020 | $12,776,000 | +28.7% | 64,012 | -3.1% | 0.37% | +11.2% |
Q1 2020 | $9,925,000 | -22.5% | 66,036 | +2.5% | 0.33% | -0.6% |
Q4 2019 | $12,803,000 | +19.2% | 64,436 | +9.2% | 0.33% | +10.7% |
Q3 2019 | $10,745,000 | +1.4% | 59,029 | +3.7% | 0.30% | +0.7% |
Q2 2019 | $10,597,000 | +36.1% | 56,909 | +31.4% | 0.30% | +32.6% |
Q1 2019 | $7,787,000 | +277.1% | 43,324 | +215.9% | 0.22% | +244.6% |
Q4 2018 | $2,065,000 | +42.0% | 13,714 | +76.6% | 0.06% | +54.8% |
Q3 2018 | $1,454,000 | +34.8% | 7,764 | +26.5% | 0.04% | +27.3% |
Q2 2018 | $1,079,000 | +16.1% | 6,136 | +8.3% | 0.03% | +17.9% |
Q1 2018 | $929,000 | -6.1% | 5,668 | -7.8% | 0.03% | -3.4% |
Q4 2017 | $989,000 | +16.6% | 6,148 | +10.7% | 0.03% | +7.4% |
Q3 2017 | $848,000 | +25.1% | 5,554 | +19.4% | 0.03% | +22.7% |
Q2 2017 | $678,000 | +10.2% | 4,653 | +6.4% | 0.02% | +10.0% |
Q1 2017 | $615,000 | +2.8% | 4,375 | -2.5% | 0.02% | 0.0% |
Q4 2016 | $598,000 | +12.0% | 4,489 | +10.8% | 0.02% | +11.1% |
Q3 2016 | $534,000 | +34.2% | 4,053 | +26.1% | 0.02% | +28.6% |
Q2 2016 | $398,000 | +468.6% | 3,214 | +449.4% | 0.01% | +600.0% |
Q1 2016 | $70,000 | +7.7% | 585 | +9.8% | 0.00% | 0.0% |
Q4 2015 | $65,000 | +10.2% | 533 | +6.6% | 0.00% | 0.0% |
Q3 2015 | $59,000 | -11.9% | 500 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $67,000 | +1.5% | 500 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $66,000 | +4.8% | 500 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $63,000 | +5.0% | 500 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $60,000 | -6.2% | 500 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $64,000 | -78.3% | 500 | -78.9% | 0.00% | -80.0% |
Q1 2014 | $295,000 | -11.4% | 2,375 | -12.7% | 0.01% | -9.1% |
Q4 2013 | $333,000 | +397.0% | 2,719 | +360.1% | 0.01% | +450.0% |
Q3 2013 | $67,000 | +3.1% | 591 | -7.4% | 0.00% | +100.0% |
Q2 2013 | $65,000 | +622.2% | 638 | +601.1% | 0.00% | – |
Q1 2013 | $9,000 | – | 91 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Bromfield Sneider Wealth Advisors | 53,956 | $15,204,000 | 15.51% |
Jentner Corp | 81,506 | $22,968,000 | 15.12% |
Radnor Financial Advisors, LLC | 149,728 | $42,192,000 | 14.99% |
BALASA DINVERNO & FOLTZ LLC | 489,821 | $138,027,000 | 8.89% |
BHK Investment Advisors, LLC | 76,407 | $21,531,000 | 8.49% |
Summit Financial Strategies, Inc. | 125,947 | $35,491,000 | 6.85% |
Bishop & Co Investment Management, LLC | 54,119 | $15,250,000 | 6.31% |
CHOREO, LLC | 453,966 | $127,923,000 | 6.25% |
New Millennium Group LLC | 28,200 | $7,946,000 | 6.04% |
Mosaic Family Wealth, LLC | 82,054 | $23,122,000 | 6.02% |