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 | $237,097 | -6.8% | 1,107 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $254,322 | +19.6% | 1,107 | +12.6% | 0.00% | 0.0% |
| Q1 2023 | $212,731 | +285.7% | 983 | +257.5% | 0.00% | – |
| Q4 2022 | $55,149 | +2.1% | 275 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $54,000 | 0.0% | 275 | 0.0% | 0.00% | – |
| Q2 2022 | $54,000 | -86.8% | 275 | -83.3% | 0.00% | -100.0% |
| Q1 2022 | $409,000 | -12.0% | 1,650 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $465,000 | +75.5% | 1,650 | +74.2% | 0.00% | +50.0% |
| Q3 2021 | $265,000 | -3.3% | 947 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $274,000 | -23.0% | 947 | -26.9% | 0.00% | 0.0% |
| Q1 2021 | $356,000 | +0.6% | 1,296 | -2.0% | 0.00% | 0.0% |
| Q4 2020 | $354,000 | +372.0% | 1,323 | +164.6% | 0.00% | +100.0% |
| Q1 2020 | $75,000 | +19.0% | 500 | +56.7% | 0.00% | – |
| Q4 2019 | $63,000 | +8.6% | 319 | 0.0% | 0.00% | – |
| Q3 2019 | $58,000 | +11.5% | 319 | +13.5% | 0.00% | – |
| Q2 2019 | $52,000 | +2.0% | 281 | 0.0% | 0.00% | – |
| Q1 2019 | $51,000 | +21.4% | 281 | 0.0% | 0.00% | – |
| Q4 2018 | $42,000 | -20.8% | 281 | 0.0% | 0.00% | – |
| Q3 2018 | $53,000 | +8.2% | 281 | 0.0% | 0.00% | – |
| Q2 2018 | $49,000 | – | 281 | – | 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% |