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 | $84,602 | -33.4% | 395 | -28.6% | 0.01% | -28.6% |
| Q2 2023 | $127,047 | +48.6% | 553 | +40.0% | 0.01% | +40.0% |
| Q1 2023 | $85,483 | -2.0% | 395 | -9.2% | 0.01% | 0.0% |
| Q4 2022 | $87,235 | +2.6% | 435 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $85,000 | 0.0% | 435 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $85,000 | +25.0% | 435 | +58.2% | 0.01% | +66.7% |
| Q1 2022 | $68,000 | -26.1% | 275 | -16.4% | 0.00% | -25.0% |
| Q4 2021 | $92,000 | +19.5% | 329 | +19.6% | 0.00% | 0.0% |
| Q3 2021 | $77,000 | -3.8% | 275 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $80,000 | +5.3% | 275 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $76,000 | +2.7% | 275 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $74,000 | +25.4% | 275 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $59,000 | -13.2% | 275 | -19.1% | 0.00% | -20.0% |
| Q2 2020 | $68,000 | +23.6% | 340 | -7.4% | 0.01% | 0.0% |
| Q1 2020 | $55,000 | -47.6% | 367 | -30.8% | 0.01% | -37.5% |
| Q4 2019 | $105,000 | +8.2% | 530 | -0.7% | 0.01% | 0.0% |
| Q3 2019 | $97,000 | -2.0% | 534 | +0.2% | 0.01% | 0.0% |
| Q2 2019 | $99,000 | -8.3% | 533 | -11.6% | 0.01% | -11.1% |
| Q1 2019 | $108,000 | +18.7% | 603 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $91,000 | +21.3% | 603 | +50.0% | 0.01% | +50.0% |
| Q3 2018 | $75,000 | +5.6% | 402 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $71,000 | +7.6% | 402 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $66,000 | +65.0% | 402 | +60.8% | 0.01% | +50.0% |
| Q4 2017 | $40,000 | -9.1% | 250 | -13.8% | 0.00% | 0.0% |
| Q3 2017 | $44,000 | +22.2% | 290 | +16.0% | 0.00% | 0.0% |
| Q2 2017 | $36,000 | +2.9% | 250 | 0.0% | 0.00% | +33.3% |
| Q1 2017 | $35,000 | 0.0% | 250 | -5.3% | 0.00% | -25.0% |
| Q4 2016 | $35,000 | -23.9% | 264 | -24.6% | 0.00% | -20.0% |
| Q3 2016 | $46,000 | +7.0% | 350 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $43,000 | -20.4% | 350 | -22.2% | 0.01% | -16.7% |
| Q1 2016 | $54,000 | -22.9% | 450 | -21.7% | 0.01% | -25.0% |
| Q4 2015 | $70,000 | -14.6% | 575 | -17.9% | 0.01% | -20.0% |
| Q3 2015 | $82,000 | -32.2% | 700 | -22.2% | 0.01% | -28.6% |
| Q2 2015 | $121,000 | +1.7% | 900 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $119,000 | +5.3% | 900 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $113,000 | -14.4% | 900 | -18.2% | 0.01% | -12.5% |
| Q3 2014 | $132,000 | -25.8% | 1,100 | -21.4% | 0.02% | -27.3% |
| Q2 2014 | $178,000 | -11.9% | 1,400 | -15.2% | 0.02% | -21.4% |
| Q4 2013 | $202,000 | -11.8% | 1,650 | -17.5% | 0.03% | -17.6% |
| Q3 2013 | $229,000 | -3.4% | 2,000 | -13.0% | 0.03% | -8.1% |
| Q2 2013 | $237,000 | – | 2,300 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 148,492 | $27,815,000 | 23.08% |
| BALASA DINVERNO & FOLTZ LLC | 616,202 | $115,427,000 | 12.97% |
| Summit Financial Strategies, Inc. | 117,608 | $22,030,000 | 10.04% |
| Q3 Asset Management | 23,613 | $4,423,000 | 8.54% |
| Wechter Feldman Wealth Management, Inc. | 73,722 | $13,810,000 | 8.44% |
| BHK Investment Advisors, LLC | 55,425 | $10,382,000 | 6.99% |
| Corrigan Financial, Inc. | 50,700 | $9,497,204 | 6.82% |
| INSPIRION WEALTH ADVISORS, LLC | 78,512 | $14,707,000 | 6.24% |
| Towerpoint Wealth, LLC | 39,389 | $7,378,000 | 6.13% |
| Mosaic Family Wealth, LLC | 84,172 | $13,860,000 | 5.67% |