VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 743 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 2.11 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $113,944 | -6.8% | 532 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $122,222 | +6.2% | 532 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $115,130 | +7.9% | 532 | 0.0% | 0.01% | +20.0% |
Q4 2022 | $106,687 | +2.6% | 532 | 0.0% | 0.01% | -16.7% |
Q3 2022 | $104,000 | +92.6% | 532 | +92.8% | 0.01% | +100.0% |
Q2 2022 | $54,000 | -11.5% | 276 | +12.7% | 0.00% | 0.0% |
Q1 2022 | $61,000 | -1.6% | 245 | +11.4% | 0.00% | 0.0% |
Q4 2021 | $62,000 | 0.0% | 220 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $62,000 | -3.1% | 220 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $64,000 | +6.7% | 220 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $60,000 | – | 220 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Jentner Corp | 117,818 | $17,708,000 | 23.18% |
Radnor Financial Advisors, LLC | 125,322 | $18,835,000 | 16.01% |
DWM Financial Group, Inc. | 32,814 | $4,932,000 | 10.84% |
BALASA DINVERNO & FOLTZ LLC | 544,919 | $81,901,000 | 10.30% |
Summit Financial Strategies, Inc. | 119,655 | $17,984,000 | 9.75% |
BHK Investment Advisors, LLC | 73,738 | $11,083,000 | 7.89% |
Mosaic Family Wealth, LLC | 84,664 | $12,725,000 | 6.45% |
CHOREO, LLC | 332,173 | $49,926,000 | 6.14% |
INSPIRION WEALTH ADVISORS, LLC | 79,427 | $11,938,000 | 5.89% |
Bishop & Co Investment Management, LLC | 42,325 | $8,410,000 | 5.63% |