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 | $2,255,306 | -13.3% | 10,530 | -7.0% | 0.03% | -13.5% |
| Q2 2023 | $2,602,171 | +144.3% | 11,327 | +113.3% | 0.04% | +94.7% |
| Q1 2023 | $1,065,145 | 0.0% | 5,311 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $1,065,145 | +11.0% | 5,311 | +8.0% | 0.02% | -5.0% |
| Q3 2022 | $960,000 | -11.0% | 4,919 | -10.2% | 0.02% | -4.8% |
| Q2 2022 | $1,079,000 | -22.6% | 5,478 | -2.5% | 0.02% | -22.2% |
| Q1 2022 | $1,394,000 | -25.1% | 5,617 | -15.0% | 0.03% | -25.0% |
| Q4 2021 | $1,862,000 | +10.6% | 6,608 | +9.9% | 0.04% | +5.9% |
| Q3 2021 | $1,684,000 | +18.2% | 6,012 | +22.2% | 0.03% | 0.0% |
| Q2 2021 | $1,425,000 | +13.0% | 4,918 | +7.1% | 0.03% | -45.2% |
| Q1 2021 | $1,261,000 | -2.8% | 4,590 | -5.3% | 0.06% | -8.8% |
| Q4 2020 | $1,297,000 | +38.6% | 4,845 | +11.3% | 0.07% | -5.6% |
| Q3 2020 | $936,000 | +17.0% | 4,355 | +8.6% | 0.07% | -5.3% |
| Q2 2020 | $800,000 | +13.3% | 4,010 | -14.7% | 0.08% | +11.8% |
| Q1 2020 | $706,000 | -19.1% | 4,700 | +7.0% | 0.07% | -19.0% |
| Q4 2019 | $873,000 | +22.6% | 4,393 | +12.4% | 0.08% | +9.1% |
| Q3 2019 | $712,000 | -2.2% | 3,910 | 0.0% | 0.08% | -2.5% |
| Q2 2019 | $728,000 | +9.6% | 3,910 | +5.8% | 0.08% | -6.0% |
| Q1 2019 | $664,000 | +27.2% | 3,697 | +6.6% | 0.08% | +5.0% |
| Q4 2018 | $522,000 | -18.8% | 3,469 | +1.1% | 0.08% | -19.2% |
| Q3 2018 | $643,000 | +19.3% | 3,430 | +11.8% | 0.10% | +13.8% |
| Q2 2018 | $539,000 | +15.2% | 3,068 | +7.5% | 0.09% | -4.4% |
| Q1 2018 | $468,000 | +2.0% | 2,853 | 0.0% | 0.09% | -5.2% |
| Q4 2017 | $459,000 | -19.8% | 2,853 | -23.9% | 0.10% | -29.4% |
| Q3 2017 | $572,000 | +4.8% | 3,747 | 0.0% | 0.14% | +6.2% |
| Q2 2017 | $546,000 | -7.6% | 3,747 | -10.7% | 0.13% | -25.6% |
| Q1 2017 | $591,000 | +18.4% | 4,198 | +12.0% | 0.17% | +6.8% |
| Q4 2016 | $499,000 | -24.6% | 3,747 | -25.4% | 0.16% | -28.1% |
| Q3 2016 | $662,000 | +2.6% | 5,023 | -3.5% | 0.22% | +2.3% |
| Q2 2016 | $645,000 | – | 5,203 | – | 0.22% | – |
Download | ||||||
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% |