VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $23,201 | -5.0% | 108,326 | +1.9% | 1.20% | -1.1% |
Q2 2023 | $24,428 | -7.2% | 106,331 | -12.6% | 1.22% | -4.8% |
Q1 2023 | $26,321 | +22.9% | 121,627 | +10.8% | 1.28% | -3.8% |
Q4 2022 | $21,416 | -99.9% | 109,753 | 0.0% | 1.33% | 0.0% |
Q3 2022 | $21,416,000 | -0.1% | 109,753 | +0.9% | 1.33% | +10.7% |
Q2 2022 | $21,433,000 | -31.3% | 108,781 | -13.5% | 1.20% | -24.9% |
Q1 2022 | $31,193,000 | -7.8% | 125,714 | +4.7% | 1.60% | -4.1% |
Q4 2021 | $33,833,000 | -0.2% | 120,065 | -0.7% | 1.67% | -15.4% |
Q3 2021 | $33,885,000 | -10.0% | 120,950 | -6.9% | 1.97% | -18.1% |
Q2 2021 | $37,663,000 | +0.3% | 129,967 | -4.9% | 2.41% | -7.7% |
Q1 2021 | $37,532,000 | +1.8% | 136,656 | -0.8% | 2.61% | -4.9% |
Q4 2020 | $36,874,000 | +15.2% | 137,765 | -7.5% | 2.74% | +0.2% |
Q3 2020 | $32,016,000 | +7.6% | 148,959 | -0.0% | 2.74% | +4.1% |
Q2 2020 | $29,744,000 | +40.0% | 149,021 | +5.4% | 2.63% | +16.0% |
Q1 2020 | $21,251,000 | +135.2% | 141,394 | +210.9% | 2.26% | +181.4% |
Q4 2019 | $9,035,000 | +27.2% | 45,474 | +16.5% | 0.80% | +11.2% |
Q3 2019 | $7,103,000 | +2.6% | 39,022 | +5.1% | 0.72% | -1.6% |
Q2 2019 | $6,920,000 | +15.6% | 37,116 | +11.5% | 0.74% | +9.0% |
Q1 2019 | $5,988,000 | +36.2% | 33,274 | +13.9% | 0.68% | +6.5% |
Q4 2018 | $4,397,000 | – | 29,203 | – | 0.63% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Jentner Corp | 117,818 | $17,708,000 | 23.18% |
Radnor Financial Advisors, LLC | 125,322 | $18,835,000 | 16.01% |
DWM Financial Group, Inc. | 32,814 | $4,932,000 | 10.84% |
BALASA DINVERNO & FOLTZ LLC | 544,919 | $81,901,000 | 10.30% |
Summit Financial Strategies, Inc. | 119,655 | $17,984,000 | 9.75% |
BHK Investment Advisors, LLC | 73,738 | $11,083,000 | 7.89% |
Mosaic Family Wealth, LLC | 84,664 | $12,725,000 | 6.45% |
CHOREO, LLC | 332,173 | $49,926,000 | 6.14% |
INSPIRION WEALTH ADVISORS, LLC | 79,427 | $11,938,000 | 5.89% |
Bishop & Co Investment Management, LLC | 42,325 | $8,410,000 | 5.63% |