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 | $224,198 | -6.8% | 1,047 | 0.0% | 0.05% | -8.9% |
| Q2 2023 | $240,486 | +6.2% | 1,047 | 0.0% | 0.06% | -3.4% |
| Q1 2023 | $226,532 | +3.0% | 1,047 | +34.1% | 0.06% | -24.7% |
| Q4 2021 | $220,000 | +1.4% | 781 | +0.6% | 0.08% | -6.1% |
| Q3 2021 | $217,000 | -5.2% | 776 | -1.8% | 0.08% | +1.2% |
| Q2 2021 | $229,000 | +0.9% | 790 | -4.4% | 0.08% | -11.0% |
| Q1 2021 | $227,000 | – | 826 | – | 0.09% | – |
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% |