VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $603,513 | -6.9% | 2,818 | -0.2% | 0.28% | -2.4% |
| Q2 2023 | $648,518 | +14.1% | 2,823 | +7.5% | 0.29% | +7.9% |
| Q1 2023 | $568,266 | +6.0% | 2,626 | -1.8% | 0.27% | +1.9% |
| Q4 2022 | $536,205 | +4.7% | 2,674 | +1.9% | 0.26% | +1.6% |
| Q3 2022 | $512,000 | -8.2% | 2,624 | -7.4% | 0.26% | +0.8% |
| Q2 2022 | $558,000 | -31.1% | 2,833 | -13.3% | 0.26% | -19.5% |
| Q1 2022 | $810,000 | -12.9% | 3,266 | -1.1% | 0.32% | -7.3% |
| Q4 2021 | $930,000 | +4.1% | 3,301 | +3.6% | 0.34% | -5.8% |
| Q3 2021 | $893,000 | -22.4% | 3,186 | -19.8% | 0.36% | -24.3% |
| Q2 2021 | $1,151,000 | -0.3% | 3,971 | -5.5% | 0.48% | -2.4% |
| Q1 2021 | $1,154,000 | +5.2% | 4,203 | +2.6% | 0.49% | -7.0% |
| Q4 2020 | $1,097,000 | +18.1% | 4,097 | -5.2% | 0.53% | +1.9% |
| Q3 2020 | $929,000 | -8.5% | 4,323 | -15.0% | 0.52% | -13.3% |
| Q2 2020 | $1,015,000 | +31.8% | 5,087 | -0.7% | 0.60% | +9.1% |
| Q1 2020 | $770,000 | -31.9% | 5,122 | -9.9% | 0.55% | -15.5% |
| Q4 2019 | $1,130,000 | +15.8% | 5,685 | +6.0% | 0.65% | +6.2% |
| Q3 2019 | $976,000 | -9.8% | 5,361 | -7.7% | 0.61% | -4.1% |
| Q2 2019 | $1,082,000 | +2.4% | 5,809 | -1.3% | 0.64% | -2.0% |
| Q1 2019 | $1,057,000 | -4.9% | 5,883 | -20.3% | 0.65% | -16.3% |
| Q4 2018 | $1,111,000 | -15.0% | 7,380 | +5.8% | 0.78% | -4.9% |
| Q3 2018 | $1,307,000 | +9.1% | 6,978 | +2.4% | 0.82% | +3.1% |
| Q2 2018 | $1,198,000 | +13.3% | 6,817 | +5.8% | 0.79% | +14.2% |
| Q1 2018 | $1,057,000 | +7.5% | 6,445 | +5.5% | 0.70% | +8.3% |
| Q4 2017 | $983,000 | +7.0% | 6,111 | +1.5% | 0.64% | +4.4% |
| Q3 2017 | $919,000 | +6.5% | 6,023 | +1.7% | 0.62% | +5.1% |
| Q2 2017 | $863,000 | +5.2% | 5,924 | +1.6% | 0.58% | +1.7% |
| Q1 2017 | $820,000 | +45.9% | 5,829 | +38.1% | 0.58% | +35.6% |
| Q4 2016 | $562,000 | – | 4,222 | – | 0.42% | – |
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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% |