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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $143,000 | -14.9% | 596 | 0.0% | 0.02% | -10.0% |
| Q4 2021 | $168,000 | +0.6% | 596 | 0.0% | 0.02% | -4.8% |
| Q3 2021 | $167,000 | -3.5% | 596 | 0.0% | 0.02% | -4.5% |
| Q2 2021 | $173,000 | +5.5% | 596 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $164,000 | +2.5% | 596 | 0.0% | 0.02% | -4.3% |
| Q4 2020 | $160,000 | +25.0% | 596 | 0.0% | 0.02% | +21.1% |
| Q3 2020 | $128,000 | +7.6% | 596 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $119,000 | +32.2% | 596 | 0.0% | 0.02% | +11.8% |
| Q1 2020 | $90,000 | -23.7% | 596 | 0.0% | 0.02% | -5.6% |
| Q4 2019 | $118,000 | +9.3% | 596 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $108,000 | -2.7% | 596 | 0.0% | 0.02% | -5.3% |
| Q2 2019 | $111,000 | +3.7% | 596 | 0.0% | 0.02% | -5.0% |
| Q1 2019 | $107,000 | +18.9% | 596 | 0.0% | 0.02% | +5.3% |
| Q4 2018 | $90,000 | -19.6% | 596 | -0.2% | 0.02% | -17.4% |
| Q3 2018 | $112,000 | +6.7% | 597 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $105,000 | +7.1% | 597 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $98,000 | +2.1% | 597 | 0.0% | 0.02% | -14.8% |
| Q4 2017 | $96,000 | +300.0% | 597 | +201.5% | 0.03% | +58.8% |
| Q4 2013 | $24,000 | – | 198 | – | 0.02% | – |
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% |