VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 625 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $917,444 | -6.9% | 4,284 | -0.1% | 0.01% | -6.7% |
Q2 2023 | $985,569 | +13.2% | 4,290 | +6.7% | 0.02% | +7.1% |
Q1 2023 | $870,413 | +14.1% | 4,022 | +5.8% | 0.01% | +7.7% |
Q4 2022 | $762,626 | +15.5% | 3,803 | +12.4% | 0.01% | +8.3% |
Q3 2022 | $660,000 | +6.1% | 3,383 | +7.2% | 0.01% | 0.0% |
Q2 2022 | $622,000 | +1.5% | 3,156 | +27.7% | 0.01% | +20.0% |
Q1 2022 | $613,000 | -7.8% | 2,472 | +4.7% | 0.01% | -9.1% |
Q4 2021 | $665,000 | +31.9% | 2,361 | +31.3% | 0.01% | +10.0% |
Q3 2021 | $504,000 | -1.6% | 1,798 | +1.8% | 0.01% | 0.0% |
Q2 2021 | $512,000 | +5.8% | 1,766 | +0.2% | 0.01% | -9.1% |
Q1 2021 | $484,000 | +23.2% | 1,763 | +20.0% | 0.01% | +10.0% |
Q4 2020 | $393,000 | +11.6% | 1,469 | -10.3% | 0.01% | 0.0% |
Q3 2020 | $352,000 | +11.7% | 1,638 | +3.8% | 0.01% | 0.0% |
Q2 2020 | $315,000 | +32.9% | 1,578 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $237,000 | -26.4% | 1,578 | -2.7% | 0.01% | 0.0% |
Q4 2019 | $322,000 | +8.8% | 1,621 | -0.3% | 0.01% | -23.1% |
Q3 2019 | $296,000 | -2.0% | 1,626 | +0.2% | 0.01% | -7.1% |
Q2 2019 | $302,000 | +9.4% | 1,622 | +5.6% | 0.01% | 0.0% |
Q1 2019 | $276,000 | +19.5% | 1,536 | 0.0% | 0.01% | +7.7% |
Q4 2018 | $231,000 | – | 1,536 | – | 0.01% | – |
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% |