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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $326,159 | -6.8% | 1,523 | 0.0% | 0.02% | -3.8% |
| Q2 2023 | $349,854 | +6.2% | 1,523 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $329,555 | +7.9% | 1,523 | 0.0% | 0.03% | +4.0% |
| Q4 2022 | $305,387 | +2.8% | 1,523 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $297,000 | -1.0% | 1,523 | 0.0% | 0.02% | +4.2% |
| Q2 2022 | $300,000 | -44.2% | 1,523 | -29.8% | 0.02% | -38.5% |
| Q1 2022 | $538,000 | -11.9% | 2,170 | 0.0% | 0.04% | -9.3% |
| Q4 2021 | $611,000 | +0.5% | 2,170 | 0.0% | 0.04% | -4.4% |
| Q3 2021 | $608,000 | -3.9% | 2,170 | -0.7% | 0.04% | -4.3% |
| Q2 2021 | $633,000 | +39.1% | 2,186 | +31.8% | 0.05% | +27.0% |
| Q1 2021 | $455,000 | +2.5% | 1,658 | 0.0% | 0.04% | -2.6% |
| Q4 2020 | $444,000 | +31.8% | 1,658 | -1.7% | 0.04% | +5.6% |
| Q2 2020 | $337,000 | – | 1,686 | – | 0.04% | – |
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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% |