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 | $514,272 | -56.6% | 2,538 | -48.9% | 0.05% | -55.1% |
| Q2 2023 | $1,185,929 | +117.4% | 4,964 | +96.9% | 0.11% | +81.4% |
| Q1 2023 | $545,523 | -25.9% | 2,521 | -27.4% | 0.06% | -51.2% |
| Q4 2022 | $736,081 | +228.6% | 3,473 | +254.0% | 0.12% | +0.8% |
| Q3 2020 | $224,000 | -0.4% | 981 | -12.1% | 0.12% | -12.4% |
| Q2 2020 | $225,000 | -8.9% | 1,116 | -7.8% | 0.14% | -15.4% |
| Q4 2019 | $247,000 | +14.9% | 1,210 | 0.0% | 0.16% | -9.0% |
| Q3 2019 | $215,000 | 0.0% | 1,210 | +6.1% | 0.18% | -13.6% |
| Q2 2019 | $215,000 | +3.4% | 1,140 | 0.0% | 0.21% | -8.0% |
| Q1 2019 | $208,000 | – | 1,140 | – | 0.22% | – |
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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% |