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 | $1,346,639 | -9.4% | 6,287 | -2.8% | 0.02% | -8.7% |
| Q2 2023 | $1,485,793 | +18.9% | 6,467 | +12.0% | 0.02% | +9.5% |
| Q1 2023 | $1,249,530 | +25.9% | 5,774 | +16.7% | 0.02% | +16.7% |
| Q4 2022 | $992,493 | -3.4% | 4,949 | -6.0% | 0.02% | -33.3% |
| Q3 2022 | $1,027,000 | -4.8% | 5,265 | -3.9% | 0.03% | +8.0% |
| Q2 2022 | $1,079,000 | -18.1% | 5,477 | +3.2% | 0.02% | -3.8% |
| Q1 2022 | $1,317,000 | -1.6% | 5,308 | +11.7% | 0.03% | -3.7% |
| Q4 2021 | $1,339,000 | -2.7% | 4,753 | -3.2% | 0.03% | 0.0% |
| Q3 2021 | $1,376,000 | +10.6% | 4,912 | +14.4% | 0.03% | -6.9% |
| Q2 2021 | $1,244,000 | +26.3% | 4,292 | +19.7% | 0.03% | +7.4% |
| Q1 2021 | $985,000 | +26.4% | 3,585 | +23.2% | 0.03% | +8.0% |
| Q4 2020 | $779,000 | +27.7% | 2,911 | +2.6% | 0.02% | +8.7% |
| Q3 2020 | $610,000 | +16.6% | 2,838 | +8.3% | 0.02% | +4.5% |
| Q2 2020 | $523,000 | +1.0% | 2,620 | -24.3% | 0.02% | -21.4% |
| Q1 2020 | $518,000 | -19.4% | 3,460 | +7.0% | 0.03% | +3.7% |
| Q4 2019 | $643,000 | +57.6% | 3,235 | +44.0% | 0.03% | +50.0% |
| Q3 2019 | $408,000 | -67.5% | 2,247 | -66.7% | 0.02% | -67.9% |
| Q2 2019 | $1,256,000 | -48.1% | 6,740 | -49.9% | 0.06% | -53.3% |
| Q1 2019 | $2,420,000 | +21.7% | 13,455 | +2.2% | 0.12% | +3.4% |
| Q4 2018 | $1,988,000 | -26.2% | 13,165 | -8.6% | 0.12% | -12.1% |
| Q3 2018 | $2,693,000 | +12.4% | 14,409 | +6.2% | 0.13% | -4.3% |
| Q2 2018 | $2,396,000 | +10.6% | 13,563 | +2.1% | 0.14% | +5.3% |
| Q1 2018 | $2,166,000 | +4.5% | 13,280 | -2.1% | 0.13% | +4.8% |
| Q3 2017 | $2,072,000 | +3.2% | 13,561 | -1.4% | 0.12% | -0.8% |
| Q2 2017 | $2,007,000 | +11.6% | 13,750 | +7.4% | 0.13% | +5.0% |
| Q1 2017 | $1,798,000 | +12.2% | 12,808 | +6.5% | 0.12% | -0.8% |
| Q4 2016 | $1,603,000 | +17.2% | 12,029 | +16.1% | 0.12% | +15.2% |
| Q3 2016 | $1,368,000 | +4.4% | 10,365 | -2.7% | 0.10% | +2.9% |
| Q2 2016 | $1,310,000 | +1.2% | 10,649 | -1.6% | 0.10% | -5.6% |
| Q1 2016 | $1,295,000 | -33.1% | 10,819 | -32.5% | 0.11% | -34.1% |
| Q4 2015 | $1,937,000 | -27.5% | 16,032 | -29.1% | 0.16% | -35.7% |
| Q3 2015 | $2,673,000 | -33.7% | 22,627 | -24.8% | 0.26% | -25.9% |
| Q2 2015 | $4,031,000 | +61.6% | 30,099 | +59.2% | 0.34% | +49.6% |
| Q1 2015 | $2,495,000 | +86.1% | 18,909 | +77.3% | 0.23% | +75.6% |
| Q4 2014 | $1,341,000 | +22.4% | 10,666 | +16.6% | 0.13% | +57.8% |
| Q3 2014 | $1,096,000 | -3.9% | 9,148 | +1.7% | 0.08% | -35.2% |
| Q2 2014 | $1,141,000 | +8.9% | 8,997 | +5.6% | 0.13% | -11.1% |
| Q1 2014 | $1,048,000 | +12.8% | 8,517 | +12.2% | 0.14% | +5.1% |
| Q4 2013 | $929,000 | +32.1% | 7,591 | +23.6% | 0.14% | +9.6% |
| Q3 2013 | $703,000 | +22.0% | 6,143 | +9.7% | 0.12% | +4.2% |
| Q2 2013 | $576,000 | – | 5,598 | – | 0.12% | – |
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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% |