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 | $361,150 | +29.0% | 1,686 | +38.3% | 0.08% | +25.4% |
| Q2 2023 | $280,019 | +0.0% | 1,219 | -5.7% | 0.07% | -10.7% |
| Q1 2023 | $279,920 | +48.8% | 1,293 | +37.8% | 0.08% | +38.9% |
| Q4 2022 | $188,105 | -34.7% | 938 | -36.4% | 0.05% | -41.3% |
| Q3 2022 | $288,000 | +30.9% | 1,474 | +32.1% | 0.09% | +37.3% |
| Q2 2022 | $220,000 | -20.6% | 1,116 | 0.0% | 0.07% | -9.5% |
| Q1 2022 | $277,000 | -11.8% | 1,116 | 0.0% | 0.07% | -5.1% |
| Q4 2021 | $314,000 | +58.6% | 1,116 | +58.1% | 0.08% | +34.5% |
| Q3 2021 | $198,000 | -3.4% | 706 | 0.0% | 0.06% | -1.7% |
| Q2 2021 | $205,000 | +5.7% | 706 | 0.0% | 0.06% | 0.0% |
| Q1 2021 | $194,000 | -12.6% | 706 | -14.9% | 0.06% | -15.7% |
| Q4 2020 | $222,000 | +6.2% | 830 | -14.4% | 0.07% | -4.1% |
| Q3 2020 | $209,000 | +7.7% | 970 | 0.0% | 0.07% | +15.9% |
| Q2 2020 | $194,000 | +32.9% | 970 | 0.0% | 0.06% | +14.5% |
| Q1 2020 | $146,000 | -4.6% | 970 | +25.8% | 0.06% | +22.2% |
| Q4 2019 | $153,000 | -4.4% | 771 | -12.5% | 0.04% | -13.5% |
| Q3 2019 | $160,000 | -2.4% | 881 | 0.0% | 0.05% | -1.9% |
| Q2 2019 | $164,000 | +37.8% | 881 | +33.3% | 0.05% | +32.5% |
| Q1 2019 | $119,000 | +0.8% | 661 | -15.4% | 0.04% | -4.8% |
| Q4 2018 | $118,000 | -26.2% | 781 | -8.5% | 0.04% | -23.6% |
| Q3 2018 | $160,000 | – | 854 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 117,818 | $17,708,000 | 23.18% |
| Radnor Financial Advisors, LLC | 125,322 | $18,835,000 | 16.01% |
| DWM Financial Group, Inc. | 32,814 | $4,932,000 | 10.84% |
| BALASA DINVERNO & FOLTZ LLC | 544,919 | $81,901,000 | 10.30% |
| Summit Financial Strategies, Inc. | 119,655 | $17,984,000 | 9.75% |
| BHK Investment Advisors, LLC | 73,738 | $11,083,000 | 7.89% |
| Mosaic Family Wealth, LLC | 84,664 | $12,725,000 | 6.45% |
| CHOREO, LLC | 332,173 | $49,926,000 | 6.14% |
| INSPIRION WEALTH ADVISORS, LLC | 79,427 | $11,938,000 | 5.89% |
| Bishop & Co Investment Management, LLC | 42,325 | $8,410,000 | 5.63% |