Morningstar Investment Services LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 625 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.5%.

Quarter-by-quarter ownership
Morningstar Investment Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$430,000
-37.8%
1,525
-37.6%
0.01%
-37.5%
Q3 2021$691,000
-45.2%
2,443
-43.6%
0.01%
-46.7%
Q2 2021$1,260,000
-89.1%
4,328
-89.9%
0.02%
-90.1%
Q1 2021$11,562,000
-16.7%
42,871
-17.3%
0.15%
-21.8%
Q4 2020$13,874,000
+11.6%
51,834
-10.6%
0.19%0.0%
Q3 2020$12,430,000
+71.7%
57,976
+57.4%
0.19%
+62.2%
Q2 2020$7,241,000
+45.9%
36,844
+12.7%
0.12%
+32.2%
Q1 2020$4,964,000
-77.2%
32,687
-70.1%
0.09%
-73.6%
Q4 2019$21,746,000
+0.3%
109,455
-8.1%
0.34%
-7.1%
Q3 2019$21,676,000
+45.6%
119,140
+49.0%
0.37%
+49.8%
Q2 2019$14,887,000
-19.3%
79,949
-22.1%
0.24%
-22.7%
Q1 2019$18,449,000
+0.4%
102,654
-15.9%
0.32%
-11.9%
Q4 2018$18,382,000
-15.9%
122,069
+4.7%
0.36%
-8.6%
Q3 2018$21,850,000
+16.3%
116,643
+9.1%
0.39%
+11.6%
Q2 2018$18,789,000
+11.1%
106,880
+3.6%
0.35%
+7.3%
Q1 2018$16,910,000
-26.1%
103,138
-27.5%
0.33%
-28.5%
Q4 2017$22,889,000
+11.4%
142,305
+5.7%
0.46%
+2.7%
Q3 2017$20,547,000
+7.8%
134,613
+2.9%
0.45%
+1.6%
Q2 2017$19,059,000
+16.3%
130,788
+12.3%
0.44%
+6.8%
Q1 2017$16,390,000
+2.5%
116,513
-3.0%
0.41%
-21.0%
Q4 2016$15,986,000
-6.4%
120,072
-7.4%
0.52%
+5.9%
Q3 2016$17,084,000
+93.8%
129,641
+82.8%
0.49%
+77.7%
Q2 2016$8,817,000
+0.6%
70,924
-3.7%
0.28%
-7.9%
Q1 2016$8,767,000
+82.9%
73,673
+86.6%
0.30%
+58.9%
Q4 2015$4,794,000
+14.3%
39,477
+10.8%
0.19%
+6.7%
Q3 2015$4,196,000
+4.2%
35,624
+18.8%
0.18%
+3.5%
Q2 2015$4,025,000
+19.6%
29,982
+17.4%
0.17%
+17.0%
Q1 2015$3,366,000
+158.3%
25,541
+146.9%
0.15%
+141.0%
Q4 2014$1,303,000
+20.9%
10,346
+15.5%
0.06%
+8.9%
Q3 2014$1,078,000
+8.1%
8,960
+14.4%
0.06%
-3.4%
Q2 2014$997,000
+22.9%
7,830
+19.9%
0.06%
+5.5%
Q1 2014$811,000
+40.8%
6,531
+38.7%
0.06%
+27.9%
Q4 2013$576,000
+30.3%
4,708
+23.2%
0.04%
+10.3%
Q3 2013$442,000
+45.4%
3,820
+29.2%
0.04%
+21.9%
Q2 2013$304,0002,9560.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Jentner Corp 148,492$27,815,00023.08%
BALASA DINVERNO & FOLTZ LLC 616,202$115,427,00012.97%
Summit Financial Strategies, Inc. 117,608$22,030,00010.04%
Q3 Asset Management 23,613$4,423,0008.54%
Wechter Feldman Wealth Management, Inc. 73,722$13,810,0008.44%
BHK Investment Advisors, LLC 55,425$10,382,0006.99%
Corrigan Financial, Inc. 50,700$9,497,2046.82%
INSPIRION WEALTH ADVISORS, LLC 78,512$14,707,0006.24%
Towerpoint Wealth, LLC 39,389$7,378,0006.13%
Mosaic Family Wealth, LLC 84,172$13,860,0005.67%
View complete list of VANGUARD INDEX FDS shareholders