VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 385 filers reported holding VANGUARD INDEX FDS in Q4 2017. The put-call ratio across all filers is 0.54 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $17,000 | +6.2% | 60 | 0.0% | 0.01% | +28.6% |
Q1 2021 | $16,000 | 0.0% | 60 | 0.0% | 0.01% | -12.5% |
Q4 2020 | $16,000 | +23.1% | 60 | 0.0% | 0.01% | +14.3% |
Q3 2020 | $13,000 | +8.3% | 60 | 0.0% | 0.01% | +16.7% |
Q2 2020 | $12,000 | +33.3% | 60 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $9,000 | -78.0% | 60 | -70.7% | 0.01% | -66.7% |
Q4 2019 | $41,000 | +10.8% | 205 | 0.0% | 0.02% | +5.9% |
Q3 2019 | $37,000 | -2.6% | 205 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $38,000 | +2.7% | 205 | 0.0% | 0.02% | +6.2% |
Q1 2019 | $37,000 | -9.8% | 205 | -25.5% | 0.02% | -15.8% |
Q4 2018 | $41,000 | -21.2% | 275 | 0.0% | 0.02% | 0.0% |
Q3 2018 | $52,000 | +8.3% | 275 | 0.0% | 0.02% | -5.0% |
Q2 2018 | $48,000 | -73.5% | 275 | -75.0% | 0.02% | -61.5% |
Q1 2018 | $181,000 | +2.3% | 1,102 | 0.0% | 0.05% | 0.0% |
Q4 2017 | $177,000 | +5.4% | 1,102 | 0.0% | 0.05% | -7.1% |
Q3 2017 | $168,000 | +15.1% | 1,102 | +10.0% | 0.06% | +7.7% |
Q2 2017 | $146,000 | +14.1% | 1,002 | -5.6% | 0.05% | -18.8% |
Q3 2014 | $128,000 | -5.2% | 1,062 | 0.0% | 0.06% | -1.5% |
Q2 2014 | $135,000 | +2.3% | 1,062 | 0.0% | 0.06% | +54.8% |
Q1 2014 | $132,000 | +1.5% | 1,062 | 0.0% | 0.04% | -6.7% |
Q4 2013 | $130,000 | +6.6% | 1,062 | 0.0% | 0.04% | -2.2% |
Q3 2013 | $122,000 | +8.0% | 1,062 | -3.6% | 0.05% | +12.2% |
Q2 2013 | $113,000 | – | 1,102 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Jentner Corp | 160,172 | $25,929,000 | 22.78% |
BALASA DINVERNO & FOLTZ LLC | 624,600 | $100,467,000 | 14.89% |
Summit Financial Strategies, Inc. | 117,734 | $18,937,000 | 9.91% |
BHK Investment Advisors, LLC | 56,754 | $9,129,000 | 7.70% |
Corrigan Financial, Inc. | 55,366 | $8,905,545 | 7.47% |
MATHER GROUP, LLC. | 409,308 | $65,837,000 | 7.32% |
Towerpoint Wealth, LLC | 27,803 | $4,472,000 | 5.92% |
INSPIRION WEALTH ADVISORS, LLC | 71,836 | $11,555,000 | 5.61% |
Brickley Wealth Management | 52,464 | $8,439,000 | 4.48% |
Mosaic Family Wealth, LLC | 75,236 | $12,102,000 | 4.40% |