VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 955 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.85 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $80,292 | -4.1% | 321 | 0.0% | 0.00% | 0.0% |
Q1 2024 | $83,691 | +15.4% | 321 | +7.0% | 0.00% | 0.0% |
Q4 2023 | $72,531 | +12.9% | 300 | 0.0% | 0.00% | +50.0% |
Q3 2023 | $64,254 | -6.8% | 300 | 0.0% | 0.00% | -33.3% |
Q2 2023 | $68,922 | +6.2% | 300 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $64,923 | +7.9% | 300 | 0.0% | 0.00% | +50.0% |
Q4 2022 | $60,162 | +2.0% | 300 | 0.0% | 0.00% | -33.3% |
Q3 2022 | $59,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $59,000 | -20.3% | 300 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $74,000 | -12.9% | 300 | 0.0% | 0.00% | -25.0% |
Q4 2021 | $85,000 | +1.2% | 300 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $84,000 | -3.4% | 300 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $87,000 | -47.3% | 300 | -50.0% | 0.00% | -50.0% |
Q1 2021 | $165,000 | +2.5% | 600 | 0.0% | 0.01% | -11.1% |
Q4 2020 | $161,000 | +24.8% | 600 | 0.0% | 0.01% | +12.5% |
Q3 2020 | $129,000 | +7.5% | 600 | 0.0% | 0.01% | +14.3% |
Q2 2020 | $120,000 | – | 600 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Jentner Corp | 96,232 | $19,208,000 | 21.84% |
Radnor Financial Advisors, LLC | 146,624 | $29,266,000 | 17.53% |
BALASA DINVERNO & FOLTZ LLC | 532,524 | $106,292,000 | 11.79% |
Summit Financial Strategies, Inc. | 120,481 | $24,048,000 | 10.69% |
CABANA LLC | 544,737 | $108,730,000 | 9.99% |
BHK Investment Advisors, LLC | 75,875 | $15,145,000 | 8.95% |
Foundations Investment Advisors, LLC | 462,492 | $93,206,000 | 8.25% |
CHOREO, LLC | 361,514 | $72,158,000 | 6.98% |
Mosaic Family Wealth, LLC | 81,771 | $16,322,000 | 6.75% |
INSPIRION WEALTH ADVISORS, LLC | 79,457 | $15,860,000 | 6.23% |