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 2020 | $8,069,000 | +22.2% | 30,145 | -1.9% | 0.70% | +7.5% |
Q3 2020 | $6,603,000 | +7.8% | 30,723 | +0.1% | 0.65% | 0.0% |
Q2 2020 | $6,127,000 | +32.2% | 30,696 | -0.4% | 0.65% | +22.9% |
Q1 2020 | $4,634,000 | -28.6% | 30,829 | -5.6% | 0.53% | -10.6% |
Q4 2019 | $6,493,000 | +9.0% | 32,675 | -0.1% | 0.60% | +1.9% |
Q3 2019 | $5,957,000 | -2.0% | 32,724 | +0.3% | 0.58% | -2.3% |
Q2 2019 | $6,076,000 | +1.5% | 32,631 | -2.0% | 0.60% | +3.5% |
Q1 2019 | $5,984,000 | +17.1% | 33,297 | -1.9% | 0.58% | +0.5% |
Q4 2018 | $5,110,000 | -21.7% | 33,931 | -2.7% | 0.58% | -13.3% |
Q3 2018 | $6,529,000 | +5.6% | 34,856 | -0.9% | 0.66% | -0.6% |
Q2 2018 | $6,181,000 | +9.0% | 35,158 | -5.4% | 0.67% | -4.9% |
Q1 2018 | $5,673,000 | -1.5% | 37,163 | +3.8% | 0.70% | +3.9% |
Q4 2017 | $5,758,000 | +1.5% | 35,800 | -3.7% | 0.68% | -3.7% |
Q3 2017 | $5,673,000 | +4.9% | 37,163 | +0.1% | 0.70% | 0.0% |
Q2 2017 | $5,408,000 | +2.2% | 37,111 | -1.3% | 0.70% | -2.4% |
Q1 2017 | $5,291,000 | -1.4% | 37,613 | -6.7% | 0.72% | -10.2% |
Q4 2016 | $5,368,000 | -0.7% | 40,315 | -1.7% | 0.80% | -5.0% |
Q3 2016 | $5,406,000 | +2.9% | 41,024 | -3.3% | 0.84% | -0.8% |
Q2 2016 | $5,256,000 | +0.8% | 42,421 | -3.2% | 0.85% | -1.6% |
Q1 2016 | $5,214,000 | -0.9% | 43,811 | +1.1% | 0.86% | -5.2% |
Q4 2015 | $5,262,000 | +1.4% | 43,334 | -1.6% | 0.91% | -5.9% |
Q3 2015 | $5,187,000 | -13.2% | 44,036 | -1.1% | 0.97% | -12.1% |
Q2 2015 | $5,979,000 | +1.1% | 44,540 | -0.8% | 1.10% | +1.9% |
Q1 2015 | $5,915,000 | +3.2% | 44,882 | -1.4% | 1.08% | -48.2% |
Q4 2014 | $5,733,000 | +6.0% | 45,520 | +1.3% | 2.08% | -9.6% |
Q3 2014 | $5,406,000 | -6.1% | 44,915 | -0.7% | 2.30% | -6.5% |
Q2 2014 | $5,760,000 | +2.8% | 45,219 | +0.2% | 2.46% | -6.9% |
Q1 2014 | $5,605,000 | +1.2% | 45,119 | -0.4% | 2.65% | -20.0% |
Q4 2013 | $5,541,000 | – | 45,304 | – | 3.31% | – |
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% |