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 | $558,950 | -7.0% | 2,609 | -0.2% | 0.04% | -4.5% |
| Q2 2023 | $600,751 | +6.4% | 2,614 | +0.2% | 0.04% | 0.0% |
| Q1 2023 | $564,401 | -8.1% | 2,608 | -14.8% | 0.04% | -22.8% |
| Q4 2022 | $613,837 | +3.0% | 3,060 | +0.2% | 0.06% | 0.0% |
| Q3 2022 | $596,000 | -6.9% | 3,055 | -5.9% | 0.06% | -9.5% |
| Q2 2022 | $640,000 | -26.7% | 3,247 | -7.7% | 0.06% | -23.2% |
| Q1 2022 | $873,000 | -9.3% | 3,518 | +3.0% | 0.08% | +3.8% |
| Q4 2021 | $963,000 | +0.6% | 3,417 | +0.1% | 0.08% | -8.1% |
| Q3 2021 | $957,000 | -3.2% | 3,414 | +0.1% | 0.09% | -4.4% |
| Q2 2021 | $989,000 | +2.3% | 3,412 | -3.1% | 0.09% | -15.1% |
| Q1 2021 | $967,000 | -6.5% | 3,520 | -8.9% | 0.11% | -10.2% |
| Q4 2020 | $1,034,000 | +23.1% | 3,862 | -1.2% | 0.12% | +2.6% |
| Q3 2020 | $840,000 | -2.7% | 3,907 | -9.6% | 0.12% | -11.5% |
| Q2 2020 | $863,000 | +32.8% | 4,324 | 0.0% | 0.13% | +5.7% |
| Q1 2020 | $650,000 | -41.0% | 4,324 | -22.0% | 0.12% | -37.6% |
| Q4 2019 | $1,101,000 | +0.4% | 5,542 | -8.0% | 0.20% | -7.9% |
| Q3 2019 | $1,097,000 | -4.2% | 6,025 | -1.9% | 0.21% | -4.5% |
| Q2 2019 | $1,145,000 | +3.8% | 6,141 | +0.2% | 0.22% | +4.7% |
| Q1 2019 | $1,103,000 | +14.2% | 6,129 | -4.4% | 0.21% | -3.6% |
| Q4 2018 | $966,000 | -23.5% | 6,413 | -4.8% | 0.22% | -13.6% |
| Q3 2018 | $1,263,000 | +6.5% | 6,733 | -0.2% | 0.26% | +2.4% |
| Q2 2018 | $1,186,000 | +6.9% | 6,747 | -0.3% | 0.25% | +5.9% |
| Q1 2018 | $1,109,000 | -2.5% | 6,765 | -1.0% | 0.24% | +7.2% |
| Q4 2017 | $1,138,000 | +5.6% | 6,835 | -3.2% | 0.22% | -1.8% |
| Q3 2017 | $1,078,000 | +8.0% | 7,061 | +3.1% | 0.22% | +1.4% |
| Q2 2017 | $998,000 | -48.3% | 6,851 | -56.9% | 0.22% | -79.9% |
| Q4 2015 | $1,932,000 | – | 15,906 | – | 1.11% | – |
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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% |