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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $986,256 | +20.4% | 4,918 | +17.2% | 0.01% | +25.0% |
| Q3 2022 | $819,000 | +8.9% | 4,198 | +10.0% | 0.00% | 0.0% |
| Q2 2022 | $752,000 | -22.6% | 3,816 | -2.5% | 0.00% | -20.0% |
| Q1 2022 | $971,000 | -9.3% | 3,915 | +3.1% | 0.01% | 0.0% |
| Q4 2021 | $1,071,000 | +78.2% | 3,799 | +77.2% | 0.01% | +66.7% |
| Q3 2021 | $601,000 | -1.8% | 2,144 | +1.5% | 0.00% | 0.0% |
| Q2 2021 | $612,000 | +15.9% | 2,113 | +9.8% | 0.00% | 0.0% |
| Q1 2021 | $528,000 | +3.1% | 1,924 | +0.5% | 0.00% | 0.0% |
| Q4 2020 | $512,000 | +124.6% | 1,914 | +80.7% | 0.00% | +50.0% |
| Q3 2020 | $228,000 | -5.8% | 1,059 | -13.2% | 0.00% | 0.0% |
| Q4 2019 | $242,000 | – | 1,220 | – | 0.00% | – |
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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% |