VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 481 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $278,675 | +3.0% | 1,213 | -3.0% | 0.06% | -3.2% |
Q1 2023 | $270,513 | +7.9% | 1,250 | 0.0% | 0.06% | 0.0% |
Q4 2022 | $250,675 | +2.7% | 1,250 | 0.0% | 0.06% | -10.1% |
Q3 2022 | $244,000 | -0.8% | 1,250 | 0.0% | 0.07% | +13.1% |
Q2 2022 | $246,000 | -20.6% | 1,250 | 0.0% | 0.06% | -7.6% |
Q1 2022 | $310,000 | -11.9% | 1,250 | 0.0% | 0.07% | -9.6% |
Q4 2021 | $352,000 | +0.6% | 1,250 | 0.0% | 0.07% | -3.9% |
Q3 2021 | $350,000 | -3.3% | 1,250 | 0.0% | 0.08% | -1.3% |
Q2 2021 | $362,000 | +5.5% | 1,250 | 0.0% | 0.08% | 0.0% |
Q1 2021 | $343,000 | +2.4% | 1,250 | 0.0% | 0.08% | -15.4% |
Q4 2020 | $335,000 | +24.5% | 1,250 | 0.0% | 0.09% | +7.1% |
Q3 2020 | $269,000 | +7.6% | 1,250 | 0.0% | 0.08% | +2.4% |
Q2 2020 | $250,000 | +0.8% | 1,250 | 0.0% | 0.08% | +31.7% |
Q4 2019 | $248,000 | +8.8% | 1,250 | 0.0% | 0.06% | +1.6% |
Q3 2019 | $228,000 | -2.1% | 1,250 | 0.0% | 0.06% | -3.1% |
Q2 2019 | $233,000 | +3.6% | 1,250 | 0.0% | 0.06% | +3.2% |
Q1 2019 | $225,000 | -7.8% | 1,250 | -4.1% | 0.06% | 0.0% |
Q3 2018 | $244,000 | +6.6% | 1,303 | 0.0% | 0.06% | 0.0% |
Q2 2018 | $229,000 | +7.0% | 1,303 | 0.0% | 0.06% | +6.9% |
Q1 2018 | $214,000 | -2.3% | 1,303 | -4.1% | 0.06% | -1.7% |
Q4 2017 | $219,000 | 0.0% | 1,359 | -5.2% | 0.06% | -6.3% |
Q3 2017 | $219,000 | +4.8% | 1,434 | 0.0% | 0.06% | +1.6% |
Q2 2017 | $209,000 | -23.7% | 1,434 | -26.5% | 0.06% | -27.1% |
Q1 2017 | $274,000 | -31.0% | 1,951 | -34.6% | 0.08% | -36.1% |
Q4 2016 | $397,000 | +1.3% | 2,983 | +0.3% | 0.13% | -8.3% |
Q3 2016 | $392,000 | +5.9% | 2,973 | -0.5% | 0.14% | +1.4% |
Q2 2016 | $370,000 | +7.6% | 2,988 | +3.3% | 0.14% | +7.5% |
Q1 2016 | $344,000 | -6.0% | 2,893 | -4.0% | 0.13% | -4.3% |
Q4 2015 | $366,000 | +3.7% | 3,013 | +0.5% | 0.14% | -2.1% |
Q3 2015 | $353,000 | -11.3% | 2,998 | +1.1% | 0.14% | +2.9% |
Q2 2015 | $398,000 | +6.1% | 2,964 | +4.2% | 0.14% | +8.7% |
Q1 2015 | $375,000 | +82.0% | 2,844 | +73.5% | 0.13% | +101.6% |
Q4 2014 | $206,000 | 0.0% | 1,639 | +1.2% | 0.06% | -6.0% |
Q2 2014 | $206,000 | +1.0% | 1,619 | -1.3% | 0.07% | -4.3% |
Q1 2014 | $204,000 | -17.1% | 1,641 | -18.4% | 0.07% | -17.6% |
Q4 2013 | $246,000 | – | 2,012 | – | 0.08% | – |
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% |