VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 743 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 2.11 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $441,355 | +14.2% | 2,061 | +22.5% | 0.12% | +21.6% |
| Q2 2023 | $386,625 | +1.5% | 1,683 | -4.4% | 0.10% | -2.9% |
| Q1 2023 | $380,808 | +8.1% | 1,760 | +0.2% | 0.10% | +1.9% |
| Q4 2022 | $352,337 | -9.9% | 1,757 | -12.2% | 0.10% | -17.6% |
| Q3 2022 | $391,000 | -47.1% | 2,002 | -46.6% | 0.12% | -42.7% |
| Q2 2022 | $739,000 | -20.5% | 3,752 | +0.1% | 0.22% | -10.7% |
| Q1 2022 | $930,000 | -1.6% | 3,748 | +11.7% | 0.24% | 0.0% |
| Q4 2021 | $945,000 | +4.3% | 3,354 | +8.1% | 0.24% | +2.5% |
| Q3 2021 | $906,000 | -0.3% | 3,103 | -1.1% | 0.24% | -3.6% |
| Q2 2021 | $909,000 | +5.6% | 3,137 | +0.1% | 0.25% | -0.4% |
| Q1 2021 | $861,000 | -2.4% | 3,135 | +0.0% | 0.25% | -5.7% |
| Q4 2020 | $882,000 | +14.5% | 3,134 | -12.5% | 0.26% | -4.7% |
| Q3 2020 | $770,000 | +2.1% | 3,582 | -5.1% | 0.28% | -2.1% |
| Q2 2020 | $754,000 | +44.7% | 3,776 | +8.9% | 0.28% | +27.0% |
| Q1 2020 | $521,000 | -24.3% | 3,467 | +0.1% | 0.22% | -4.7% |
| Q4 2019 | $688,000 | +9.2% | 3,463 | +0.1% | 0.23% | +4.0% |
| Q3 2019 | $630,000 | -2.0% | 3,458 | +0.1% | 0.22% | -1.3% |
| Q2 2019 | $643,000 | +8.8% | 3,453 | +5.0% | 0.23% | +5.6% |
| Q1 2019 | $591,000 | +24.4% | 3,289 | +4.3% | 0.22% | +13.2% |
| Q4 2018 | $475,000 | -19.4% | 3,152 | +0.3% | 0.19% | -10.8% |
| Q3 2018 | $589,000 | -5.2% | 3,144 | -11.1% | 0.21% | -8.6% |
| Q2 2018 | $621,000 | +7.3% | 3,535 | +0.1% | 0.23% | +3.6% |
| Q1 2018 | $579,000 | +1.4% | 3,532 | -0.6% | 0.22% | -0.9% |
| Q4 2017 | $571,000 | -2.7% | 3,553 | -7.6% | 0.23% | -7.3% |
| Q3 2017 | $587,000 | +22.5% | 3,845 | +17.0% | 0.24% | +16.1% |
| Q2 2017 | $479,000 | +3.7% | 3,286 | +0.1% | 0.21% | -4.1% |
| Q1 2017 | $462,000 | +5.5% | 3,283 | -0.2% | 0.22% | +6.8% |
| Q4 2016 | $438,000 | +73.8% | 3,289 | +72.0% | 0.21% | +71.7% |
| Q3 2016 | $252,000 | +26.0% | 1,912 | +28.0% | 0.12% | +16.5% |
| Q2 2015 | $200,000 | – | 1,494 | – | 0.10% | – |
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% |