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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $557,100 | -1.4% | 2,778 | -4.1% | 0.04% | -8.7% |
Q3 2022 | $565,000 | -3.1% | 2,896 | -2.1% | 0.05% | +7.0% |
Q2 2022 | $583,000 | -21.2% | 2,958 | -0.8% | 0.04% | -6.5% |
Q1 2022 | $740,000 | -7.3% | 2,981 | +5.3% | 0.05% | -2.1% |
Q4 2021 | $798,000 | +2.4% | 2,831 | +1.9% | 0.05% | -7.8% |
Q3 2021 | $779,000 | -3.8% | 2,779 | -0.6% | 0.05% | -3.8% |
Q2 2021 | $810,000 | +4.5% | 2,796 | -0.9% | 0.05% | +1.9% |
Q1 2021 | $775,000 | +9.5% | 2,822 | +6.7% | 0.05% | +8.3% |
Q4 2020 | $708,000 | +26.7% | 2,645 | +1.7% | 0.05% | +17.1% |
Q3 2020 | $559,000 | +1.6% | 2,600 | -5.7% | 0.04% | -6.8% |
Q2 2020 | $550,000 | +23.3% | 2,757 | -7.1% | 0.04% | +7.3% |
Q1 2020 | $446,000 | -53.1% | 2,969 | -37.9% | 0.04% | -44.6% |
Q4 2019 | $950,000 | +15.4% | 4,779 | +5.7% | 0.07% | +8.8% |
Q3 2019 | $823,000 | +20.3% | 4,520 | +23.0% | 0.07% | +17.2% |
Q2 2019 | $684,000 | +52.0% | 3,674 | +46.7% | 0.06% | +45.0% |
Q1 2019 | $450,000 | +20.0% | 2,504 | +0.6% | 0.04% | +5.3% |
Q4 2018 | $375,000 | -18.1% | 2,490 | +1.8% | 0.04% | -9.5% |
Q3 2018 | $458,000 | +23.8% | 2,445 | +16.3% | 0.04% | +13.5% |
Q2 2018 | $370,000 | +11.8% | 2,102 | +4.2% | 0.04% | +12.1% |
Q1 2018 | $331,000 | -2.1% | 2,018 | -3.9% | 0.03% | +3.1% |
Q4 2017 | $338,000 | +17.4% | 2,100 | +11.3% | 0.03% | +10.3% |
Q3 2017 | $288,000 | +5.1% | 1,887 | +0.4% | 0.03% | 0.0% |
Q2 2017 | $274,000 | +14.2% | 1,880 | +10.2% | 0.03% | +16.0% |
Q1 2017 | $240,000 | +7.6% | 1,706 | +1.9% | 0.02% | 0.0% |
Q4 2016 | $223,000 | -2.2% | 1,674 | -3.1% | 0.02% | 0.0% |
Q3 2016 | $228,000 | – | 1,728 | – | 0.02% | – |
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% |