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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $337,383 | +5.3% | 1,559 | -2.4% | 0.00% | – |
Q4 2022 | $320,262 | -4.1% | 1,597 | -6.9% | 0.00% | – |
Q3 2022 | $334,000 | +8.8% | 1,715 | +10.0% | 0.00% | – |
Q2 2022 | $307,000 | -24.6% | 1,559 | -4.9% | 0.00% | – |
Q1 2022 | $407,000 | -25.5% | 1,640 | -15.4% | 0.00% | – |
Q4 2021 | $546,000 | +9.2% | 1,938 | +8.4% | 0.00% | – |
Q3 2021 | $500,000 | -1.6% | 1,788 | +2.0% | 0.00% | – |
Q2 2021 | $508,000 | +14.9% | 1,753 | +8.8% | 0.00% | – |
Q1 2021 | $442,000 | -0.2% | 1,611 | -2.7% | 0.00% | – |
Q4 2020 | $443,000 | +22.4% | 1,655 | -1.8% | 0.00% | – |
Q3 2020 | $362,000 | +12.4% | 1,685 | +4.4% | 0.00% | – |
Q2 2020 | $322,000 | – | 1,614 | – | 0.00% | – |
Download |
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% |