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 | $399,508 | -8.1% | 1,865 | -1.4% | 0.03% | -5.6% |
| Q2 2023 | $434,622 | +7.9% | 1,892 | +1.6% | 0.04% | 0.0% |
| Q1 2023 | $402,924 | +7.9% | 1,862 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $373,434 | +12.5% | 1,862 | +9.6% | 0.04% | +2.9% |
| Q3 2022 | $332,000 | -31.7% | 1,699 | -31.1% | 0.04% | -31.4% |
| Q2 2022 | $486,000 | -20.2% | 2,466 | +0.6% | 0.05% | -8.9% |
| Q1 2022 | $609,000 | -12.2% | 2,452 | -0.4% | 0.06% | -8.2% |
| Q4 2021 | $694,000 | +0.1% | 2,462 | -0.4% | 0.06% | -9.0% |
| Q3 2021 | $693,000 | +8.1% | 2,473 | +11.8% | 0.07% | +4.7% |
| Q2 2021 | $641,000 | +6.0% | 2,211 | -2.1% | 0.06% | -5.9% |
| Q4 2020 | $605,000 | +118.4% | 2,259 | +62.5% | 0.07% | +33.3% |
| Q2 2020 | $277,000 | +27.1% | 1,390 | +18.9% | 0.05% | +21.4% |
| Q2 2019 | $218,000 | +38.0% | 1,169 | +11.5% | 0.04% | +20.0% |
| Q4 2018 | $158,000 | +110.7% | 1,048 | +62.5% | 0.04% | +84.2% |
| Q3 2015 | $75,000 | -45.7% | 645 | -37.7% | 0.02% | -48.6% |
| Q2 2015 | $138,000 | -0.7% | 1,035 | -2.1% | 0.04% | +8.8% |
| Q1 2015 | $139,000 | +3.7% | 1,057 | -0.4% | 0.03% | -5.6% |
| Q4 2014 | $134,000 | +4.7% | 1,061 | 0.0% | 0.04% | -7.7% |
| Q3 2014 | $128,000 | +17.4% | 1,061 | +24.5% | 0.04% | 0.0% |
| Q2 2014 | $109,000 | -33.9% | 852 | -36.0% | 0.04% | -44.3% |
| Q1 2014 | $165,000 | +75.5% | 1,331 | +74.0% | 0.07% | +29.6% |
| Q4 2013 | $94,000 | -5.1% | 765 | -11.3% | 0.05% | -6.9% |
| Q3 2013 | $99,000 | -39.6% | 862 | -46.0% | 0.06% | -36.3% |
| Q2 2013 | $164,000 | – | 1,597 | – | 0.09% | – |
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% |