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 | $1,361 | +5.3% | 6,355 | +13.0% | 0.04% | +12.9% |
| Q2 2023 | $1,292 | +0.7% | 5,623 | -5.1% | 0.03% | -6.1% |
| Q1 2023 | $1,283 | +198.4% | 5,927 | +176.2% | 0.03% | +175.0% |
| Q4 2022 | $430 | -100.0% | 2,146 | -71.1% | 0.01% | -71.4% |
| Q3 2022 | $1,572,000 | +4.5% | 7,421 | -2.8% | 0.04% | -8.7% |
| Q2 2022 | $1,504,000 | +29.9% | 7,635 | +63.6% | 0.05% | +43.8% |
| Q1 2022 | $1,158,000 | +2.2% | 4,666 | +16.1% | 0.03% | +3.2% |
| Q4 2021 | $1,133,000 | +20.8% | 4,019 | +20.1% | 0.03% | +6.9% |
| Q3 2021 | $938,000 | +2.9% | 3,346 | +6.3% | 0.03% | 0.0% |
| Q2 2021 | $912,000 | +8.8% | 3,147 | +3.1% | 0.03% | 0.0% |
| Q1 2021 | $838,000 | +5.4% | 3,052 | +2.7% | 0.03% | -3.3% |
| Q4 2020 | $795,000 | – | 2,972 | – | 0.03% | – |
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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% |