VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 743 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 2.11 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $226,213 | -37.5% | 1,056 | -33.0% | 0.01% | -33.3% |
| Q2 2023 | $361,821 | +65.9% | 1,575 | +56.2% | 0.01% | +50.0% |
| Q1 2023 | $218,103 | -21.1% | 1,008 | -26.9% | 0.01% | -25.0% |
| Q4 2022 | $276,273 | +20.6% | 1,378 | +17.5% | 0.01% | 0.0% |
| Q3 2022 | $229,000 | -0.9% | 1,173 | +0.3% | 0.01% | 0.0% |
| Q2 2022 | $231,000 | -23.3% | 1,170 | -3.5% | 0.01% | -11.1% |
| Q1 2022 | $301,000 | -7.4% | 1,213 | +5.0% | 0.01% | -10.0% |
| Q4 2021 | $325,000 | -8.2% | 1,155 | -8.5% | 0.01% | -16.7% |
| Q3 2021 | $354,000 | -6.1% | 1,262 | -2.9% | 0.01% | -20.0% |
| Q2 2021 | $377,000 | +1.9% | 1,300 | -3.6% | 0.02% | -6.2% |
| Q1 2021 | $370,000 | +21.7% | 1,348 | +18.6% | 0.02% | +14.3% |
| Q4 2020 | $304,000 | +105.4% | 1,137 | +64.8% | 0.01% | +75.0% |
| Q3 2020 | $148,000 | +7.2% | 690 | -0.1% | 0.01% | 0.0% |
| Q2 2020 | $138,000 | +32.7% | 691 | 0.0% | 0.01% | -11.1% |
| Q1 2020 | $104,000 | -52.5% | 691 | -37.2% | 0.01% | -43.8% |
| Q4 2019 | $219,000 | +9.5% | 1,101 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $200,000 | +19.0% | 1,101 | +22.1% | 0.02% | +6.7% |
| Q2 2019 | $168,000 | +3.7% | 902 | 0.0% | 0.02% | +7.1% |
| Q1 2019 | $162,000 | +19.1% | 902 | 0.0% | 0.01% | +7.7% |
| Q4 2018 | $136,000 | -19.5% | 902 | 0.0% | 0.01% | -23.5% |
| Q3 2018 | $169,000 | +333.3% | 902 | +302.7% | 0.02% | +325.0% |
| Q2 2018 | $39,000 | +5.4% | 224 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $37,000 | +164.3% | 224 | +107.4% | 0.00% | +100.0% |
| Q3 2016 | $14,000 | +7.7% | 108 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $13,000 | -7.1% | 108 | -10.7% | 0.00% | 0.0% |
| Q1 2016 | $14,000 | +7.7% | 121 | +12.0% | 0.00% | -33.3% |
| Q4 2015 | $13,000 | -56.7% | 108 | -57.3% | 0.00% | -57.1% |
| Q3 2015 | $30,000 | -11.8% | 253 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $34,000 | +3.0% | 253 | 0.0% | 0.01% | -12.5% |
| Q1 2015 | $33,000 | +83.3% | 253 | +74.5% | 0.01% | +100.0% |
| Q4 2014 | $18,000 | +5.9% | 145 | 0.0% | 0.00% | -33.3% |
| Q3 2014 | $17,000 | -41.4% | 145 | -37.2% | 0.01% | -40.0% |
| Q2 2014 | $29,000 | 0.0% | 231 | 0.0% | 0.01% | -16.7% |
| Q1 2014 | $29,000 | – | 231 | – | 0.01% | – |
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% |