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 | $1,032,000 | -6.8% | 4,819 | 0.0% | 0.07% | -2.9% |
| Q2 2023 | $1,107,000 | +6.1% | 4,819 | 0.0% | 0.07% | -1.4% |
| Q1 2023 | $1,043,000 | +8.0% | 4,819 | 0.0% | 0.07% | +6.1% |
| Q4 2022 | $966,000 | +2.8% | 4,819 | 0.0% | 0.07% | -8.3% |
| Q3 2022 | $940,000 | -0.9% | 4,819 | 0.0% | 0.07% | +4.3% |
| Q2 2022 | $949,000 | -20.7% | 4,819 | 0.0% | 0.07% | -9.2% |
| Q1 2022 | $1,196,000 | -11.9% | 4,819 | 0.0% | 0.08% | -11.6% |
| Q4 2021 | $1,358,000 | +0.6% | 4,819 | 0.0% | 0.09% | -8.5% |
| Q3 2021 | $1,350,000 | -3.3% | 4,819 | 0.0% | 0.09% | -4.1% |
| Q2 2021 | $1,396,000 | +5.4% | 4,819 | 0.0% | 0.10% | +1.0% |
| Q1 2021 | $1,324,000 | +2.6% | 4,819 | 0.0% | 0.10% | -5.8% |
| Q4 2020 | $1,290,000 | +28.5% | 4,819 | +3.2% | 0.10% | +15.7% |
| Q3 2020 | $1,004,000 | +7.7% | 4,670 | 0.0% | 0.09% | -1.1% |
| Q2 2020 | $932,000 | +32.8% | 4,670 | 0.0% | 0.09% | +2.3% |
| Q1 2020 | $702,000 | -24.4% | 4,670 | 0.0% | 0.09% | -3.3% |
| Q4 2019 | $928,000 | +9.2% | 4,670 | 0.0% | 0.09% | +2.2% |
| Q3 2019 | $850,000 | -2.3% | 4,670 | 0.0% | 0.09% | -2.2% |
| Q2 2019 | $870,000 | +3.7% | 4,670 | 0.0% | 0.09% | +5.8% |
| Q1 2019 | $839,000 | +19.3% | 4,670 | 0.0% | 0.09% | +3.6% |
| Q4 2018 | $703,000 | -19.7% | 4,670 | 0.0% | 0.08% | -8.8% |
| Q3 2018 | $875,000 | +6.6% | 4,670 | 0.0% | 0.09% | -1.1% |
| Q2 2018 | $821,000 | +4.3% | 4,670 | -2.7% | 0.09% | +1.1% |
| Q1 2018 | $787,000 | +1.9% | 4,800 | 0.0% | 0.09% | +2.2% |
| Q4 2017 | $772,000 | +5.3% | 4,800 | 0.0% | 0.09% | -2.2% |
| Q3 2017 | $733,000 | +4.7% | 4,800 | 0.0% | 0.09% | +2.2% |
| Q2 2017 | $700,000 | +3.7% | 4,800 | 0.0% | 0.09% | -1.1% |
| Q1 2017 | $675,000 | +5.6% | 4,800 | 0.0% | 0.09% | 0.0% |
| Q4 2016 | $639,000 | +0.9% | 4,800 | 0.0% | 0.09% | -4.3% |
| Q3 2016 | $633,000 | +6.4% | 4,800 | 0.0% | 0.09% | +5.6% |
| Q2 2016 | $595,000 | +4.2% | 4,800 | 0.0% | 0.09% | -1.1% |
| Q1 2016 | $571,000 | -2.1% | 4,800 | 0.0% | 0.09% | -6.2% |
| Q4 2015 | $583,000 | +3.2% | 4,800 | 0.0% | 0.10% | -3.0% |
| Q3 2015 | $565,000 | -14.1% | 4,800 | -2.0% | 0.10% | -6.6% |
| Q2 2015 | $658,000 | +1.9% | 4,900 | 0.0% | 0.11% | +1.9% |
| Q1 2015 | $646,000 | -5.0% | 4,900 | -9.3% | 0.10% | -5.5% |
| Q4 2014 | $680,000 | +4.6% | 5,400 | 0.0% | 0.11% | +0.9% |
| Q3 2014 | $650,000 | -5.5% | 5,400 | 0.0% | 0.11% | -6.0% |
| Q2 2014 | $688,000 | +2.5% | 5,400 | 0.0% | 0.12% | -4.1% |
| Q1 2014 | $671,000 | +1.7% | 5,400 | 0.0% | 0.12% | 0.0% |
| Q4 2013 | $660,000 | +6.8% | 5,400 | 0.0% | 0.12% | -0.8% |
| Q3 2013 | $618,000 | +11.2% | 5,400 | 0.0% | 0.12% | +7.0% |
| Q2 2013 | $556,000 | – | 5,400 | – | 0.11% | – |
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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% |