VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 711 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 5.99 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $103,961 | -11.7% | 430 | -21.8% | 0.05% | -13.3% |
| Q3 2023 | $117,799 | -6.8% | 550 | 0.0% | 0.06% | -3.2% |
| Q2 2023 | $126,357 | +6.2% | 550 | 0.0% | 0.06% | 0.0% |
| Q1 2023 | $119,026 | +3.4% | 550 | -4.2% | 0.06% | 0.0% |
| Q4 2022 | $115,110 | +2.8% | 574 | 0.0% | 0.06% | +3.3% |
| Q3 2022 | $112,000 | -0.9% | 574 | 0.0% | 0.06% | +5.3% |
| Q2 2022 | $113,000 | -22.1% | 574 | -2.0% | 0.06% | -6.6% |
| Q1 2022 | $145,000 | -16.7% | 586 | -5.0% | 0.06% | -10.3% |
| Q4 2021 | $174,000 | -3.3% | 617 | -3.9% | 0.07% | -10.5% |
| Q3 2021 | $180,000 | -60.9% | 642 | -59.5% | 0.08% | -46.9% |
| Q2 2021 | $460,000 | -1.9% | 1,587 | -7.1% | 0.14% | +4.4% |
| Q1 2021 | $469,000 | +6.3% | 1,709 | +3.6% | 0.14% | +2.2% |
| Q4 2020 | $441,000 | +13.4% | 1,649 | -8.8% | 0.13% | +2.3% |
| Q3 2020 | $389,000 | +6.6% | 1,808 | -1.1% | 0.13% | +3.1% |
| Q2 2020 | $365,000 | +14.1% | 1,829 | -14.0% | 0.13% | -3.1% |
| Q1 2020 | $320,000 | -69.4% | 2,126 | -59.6% | 0.13% | -57.7% |
| Q4 2019 | $1,046,000 | +9.4% | 5,262 | +0.2% | 0.31% | +2.6% |
| Q3 2019 | $956,000 | -8.4% | 5,254 | -6.2% | 0.30% | -10.9% |
| Q2 2019 | $1,044,000 | +3.1% | 5,604 | -0.6% | 0.34% | +2.1% |
| Q1 2019 | $1,013,000 | +8.1% | 5,635 | -9.4% | 0.33% | +3.1% |
| Q4 2018 | $937,000 | -14.0% | 6,223 | +7.1% | 0.32% | +7.0% |
| Q3 2018 | $1,089,000 | +4.4% | 5,811 | -2.1% | 0.30% | 0.0% |
| Q2 2018 | $1,043,000 | +20.3% | 5,933 | +12.2% | 0.30% | +18.0% |
| Q1 2018 | $867,000 | -1.3% | 5,290 | -3.1% | 0.26% | -8.6% |
| Q4 2017 | $878,000 | +5.4% | 5,460 | +0.1% | 0.28% | 0.0% |
| Q3 2017 | $833,000 | +2.3% | 5,456 | -2.3% | 0.28% | -1.1% |
| Q2 2017 | $814,000 | +1.4% | 5,584 | -2.2% | 0.28% | -1.1% |
| Q1 2017 | $803,000 | +5.7% | 5,707 | +0.0% | 0.28% | -0.3% |
| Q4 2016 | $760,000 | +21.4% | 5,706 | +20.0% | 0.29% | +21.7% |
| Q3 2016 | $626,000 | +6.1% | 4,754 | -0.1% | 0.24% | +2.6% |
| Q2 2016 | $590,000 | +4.2% | 4,759 | 0.0% | 0.23% | +2.7% |
| Q1 2016 | $566,000 | -5.2% | 4,759 | -3.2% | 0.22% | -3.5% |
| Q4 2015 | $597,000 | +3.1% | 4,918 | +0.0% | 0.23% | -1.3% |
| Q3 2015 | $579,000 | -14.5% | 4,917 | -4.3% | 0.23% | +9.3% |
| Q1 2015 | $677,000 | +4.6% | 5,138 | 0.0% | 0.21% | +2.9% |
| Q4 2014 | $647,000 | +4.5% | 5,138 | -0.1% | 0.21% | +1.5% |
| Q3 2014 | $619,000 | -6.5% | 5,143 | -1.0% | 0.20% | -4.2% |
| Q2 2014 | $662,000 | +3.0% | 5,193 | +0.4% | 0.21% | -11.6% |
| Q1 2014 | $643,000 | -6.5% | 5,173 | -8.0% | 0.24% | -6.6% |
| Q4 2013 | $688,000 | +16.0% | 5,623 | +8.6% | 0.26% | +6.6% |
| Q3 2013 | $593,000 | – | 5,178 | – | 0.24% | – |
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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% |