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 | $1,325,560 | +0.8% | 6,189 | +8.2% | 0.30% | +5.3% |
| Q2 2023 | $1,314,572 | +10.4% | 5,722 | +4.0% | 0.28% | +5.9% |
| Q1 2023 | $1,190,255 | +17.8% | 5,500 | +9.1% | 0.27% | +19.0% |
| Q4 2022 | $1,010,722 | +60.9% | 5,040 | +56.7% | 0.23% | +41.2% |
| Q3 2022 | $628,000 | +21.5% | 3,217 | +22.6% | 0.16% | +25.0% |
| Q2 2022 | $517,000 | -3.9% | 2,623 | +21.0% | 0.13% | +10.3% |
| Q1 2022 | $538,000 | -7.2% | 2,168 | +5.3% | 0.12% | -4.9% |
| Q4 2021 | $580,000 | +2.3% | 2,058 | +1.7% | 0.12% | -8.3% |
| Q3 2021 | $567,000 | +3.3% | 2,024 | +6.9% | 0.13% | +2.3% |
| Q2 2021 | $549,000 | +8.5% | 1,893 | +2.8% | 0.13% | +6.6% |
| Q1 2021 | $506,000 | +9.5% | 1,841 | +6.6% | 0.12% | -3.9% |
| Q4 2020 | $462,000 | +7.9% | 1,727 | -13.2% | 0.13% | -10.6% |
| Q3 2020 | $428,000 | +50.7% | 1,990 | +5.3% | 0.14% | +36.5% |
| Q1 2020 | $284,000 | -15.5% | 1,889 | +11.5% | 0.10% | +48.6% |
| Q4 2019 | $336,000 | – | 1,694 | – | 0.07% | – |
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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% |