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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $476,040 | +0.3% | 2,223 | +7.5% | 0.06% | +3.6% |
| Q2 2023 | $474,777 | +4.2% | 2,067 | -1.9% | 0.06% | -3.4% |
| Q1 2023 | $455,669 | +7.9% | 2,106 | +0.0% | 0.06% | +3.6% |
| Q4 2022 | $422,254 | +2.7% | 2,105 | -0.0% | 0.06% | -5.1% |
| Q3 2022 | $411,000 | -1.0% | 2,106 | 0.0% | 0.06% | +3.5% |
| Q2 2022 | $415,000 | -21.0% | 2,106 | -0.5% | 0.06% | -9.5% |
| Q1 2022 | $525,000 | -11.9% | 2,117 | 0.0% | 0.06% | -11.3% |
| Q4 2021 | $596,000 | -2.3% | 2,117 | -2.7% | 0.07% | -7.8% |
| Q3 2021 | $610,000 | -3.3% | 2,176 | 0.0% | 0.08% | -2.5% |
| Q2 2021 | $631,000 | +5.5% | 2,176 | 0.0% | 0.08% | -1.2% |
| Q1 2021 | $598,000 | +2.6% | 2,176 | 0.0% | 0.08% | -1.2% |
| Q4 2020 | $583,000 | +24.6% | 2,176 | 0.0% | 0.08% | +9.5% |
| Q3 2020 | $468,000 | +7.8% | 2,176 | 0.0% | 0.07% | 0.0% |
| Q2 2020 | $434,000 | +32.7% | 2,176 | 0.0% | 0.07% | +8.8% |
| Q1 2020 | $327,000 | -24.3% | 2,176 | 0.0% | 0.07% | -11.7% |
| Q4 2019 | $432,000 | -0.2% | 2,176 | -8.3% | 0.08% | -6.1% |
| Q3 2019 | $433,000 | -2.0% | 2,374 | 0.0% | 0.08% | +1.2% |
| Q2 2019 | $442,000 | -1.8% | 2,374 | -5.3% | 0.08% | -8.0% |
| Q1 2019 | $450,000 | +22.6% | 2,507 | +3.0% | 0.09% | +3.5% |
| Q4 2018 | $367,000 | -24.9% | 2,435 | -6.8% | 0.08% | -18.3% |
| Q3 2018 | $489,000 | +6.3% | 2,612 | -0.3% | 0.10% | 0.0% |
| Q2 2018 | $460,000 | +7.0% | 2,620 | +0.0% | 0.10% | +2.0% |
| Q1 2018 | $430,000 | -13.8% | 2,619 | -15.6% | 0.10% | -17.1% |
| Q4 2017 | $499,000 | -6.7% | 3,102 | -11.4% | 0.12% | -18.0% |
| Q3 2017 | $535,000 | +4.9% | 3,501 | +0.1% | 0.15% | -7.4% |
| Q2 2017 | $510,000 | – | 3,498 | – | 0.16% | – |
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% |