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 | $3,329,693 | -2.2% | 15,546 | +4.9% | 0.13% | +6.6% |
| Q2 2023 | $3,403,862 | +6.2% | 14,816 | 0.0% | 0.12% | -7.6% |
| Q1 2023 | $3,206,363 | +8.1% | 14,816 | +0.2% | 0.13% | +4.8% |
| Q4 2022 | $2,964,813 | +0.2% | 14,784 | -2.5% | 0.12% | -18.8% |
| Q3 2022 | $2,959,000 | +5.0% | 15,164 | +6.0% | 0.15% | +8.5% |
| Q2 2022 | $2,817,000 | -20.6% | 14,299 | 0.0% | 0.14% | -23.2% |
| Q1 2022 | $3,548,000 | -9.0% | 14,299 | +3.3% | 0.18% | +3.4% |
| Q4 2021 | $3,901,000 | +0.7% | 13,844 | +0.1% | 0.18% | +5.9% |
| Q3 2021 | $3,873,000 | -3.3% | 13,824 | 0.0% | 0.17% | -2.9% |
| Q2 2021 | $4,006,000 | +5.5% | 13,824 | 0.0% | 0.17% | -4.9% |
| Q1 2021 | $3,797,000 | +47.6% | 13,824 | +43.9% | 0.18% | +36.6% |
| Q4 2020 | $2,572,000 | +24.6% | 9,608 | 0.0% | 0.13% | +1.5% |
| Q3 2020 | $2,065,000 | +7.7% | 9,608 | 0.0% | 0.13% | -0.8% |
| Q2 2020 | $1,918,000 | +32.8% | 9,608 | 0.0% | 0.13% | +0.8% |
| Q1 2020 | $1,444,000 | -24.7% | 9,608 | -0.4% | 0.13% | +4.8% |
| Q4 2019 | $1,917,000 | +9.2% | 9,648 | 0.0% | 0.13% | +0.8% |
| Q3 2019 | $1,756,000 | -4.3% | 9,648 | -2.0% | 0.12% | -10.1% |
| Q2 2019 | $1,834,000 | +2.3% | 9,848 | -1.2% | 0.14% | -0.7% |
| Q1 2019 | $1,792,000 | +18.8% | 9,969 | -0.4% | 0.14% | -4.8% |
| Q4 2018 | $1,508,000 | -19.6% | 10,014 | 0.0% | 0.15% | -2.0% |
| Q3 2018 | $1,876,000 | +6.6% | 10,014 | 0.0% | 0.15% | -3.8% |
| Q2 2018 | $1,760,000 | +7.2% | 10,014 | 0.0% | 0.16% | -1.9% |
| Q1 2018 | $1,642,000 | – | 10,014 | – | 0.16% | – |
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% |