VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 226 filers reported holding VANGUARD INDEX FDS in Q4 2014. The put-call ratio across all filers is 1.07 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,687,741 | -6.8% | 7,880 | 0.0% | 0.09% | -5.1% |
| Q2 2023 | $1,810,352 | +5.0% | 7,880 | -1.1% | 0.10% | -10.1% |
| Q1 2023 | $1,724,787 | +9.4% | 7,970 | +1.4% | 0.11% | +4.8% |
| Q4 2022 | $1,576,250 | -2.8% | 7,860 | -5.4% | 0.10% | -11.1% |
| Q3 2022 | $1,622,000 | -1.0% | 8,313 | 0.0% | 0.12% | +4.5% |
| Q2 2022 | $1,638,000 | -22.3% | 8,313 | -2.1% | 0.11% | -12.5% |
| Q1 2022 | $2,107,000 | -13.9% | 8,491 | -2.2% | 0.13% | -10.5% |
| Q4 2021 | $2,448,000 | -2.9% | 8,686 | -3.4% | 0.14% | -11.7% |
| Q3 2021 | $2,520,000 | -3.3% | 8,993 | 0.0% | 0.16% | -5.3% |
| Q2 2021 | $2,606,000 | +8.0% | 8,993 | +2.4% | 0.17% | +0.6% |
| Q1 2021 | $2,413,000 | +0.1% | 8,784 | -2.5% | 0.17% | -8.6% |
| Q4 2020 | $2,411,000 | +12.7% | 9,009 | -9.5% | 0.19% | -1.6% |
| Q3 2020 | $2,140,000 | -4.8% | 9,959 | -11.6% | 0.19% | -10.4% |
| Q2 2020 | $2,248,000 | +45.0% | 11,261 | +9.2% | 0.21% | +21.3% |
| Q1 2020 | $1,550,000 | -28.1% | 10,310 | -4.9% | 0.17% | -9.4% |
| Q4 2019 | $2,155,000 | +9.2% | 10,846 | +0.1% | 0.19% | +1.1% |
| Q3 2019 | $1,973,000 | -2.5% | 10,837 | -0.3% | 0.19% | -7.3% |
| Q2 2019 | $2,024,000 | +3.4% | 10,872 | -0.1% | 0.20% | 0.0% |
| Q1 2019 | $1,957,000 | +11.1% | 10,887 | -6.9% | 0.20% | -1.0% |
| Q4 2018 | $1,761,000 | -21.2% | 11,695 | -2.3% | 0.21% | -19.8% |
| Q3 2018 | $2,236,000 | -23.5% | 11,966 | -28.1% | 0.26% | +38.0% |
| Q2 2018 | $2,923,000 | +253.4% | 16,633 | +230.0% | 0.19% | -21.1% |
| Q1 2018 | $827,000 | +15.7% | 5,040 | +13.5% | 0.24% | -15.4% |
| Q4 2017 | $715,000 | -0.3% | 4,441 | -5.5% | 0.28% | -1.1% |
| Q3 2017 | $717,000 | +1.0% | 4,699 | -3.6% | 0.28% | -3.4% |
| Q2 2017 | $710,000 | +3.5% | 4,873 | 0.0% | 0.29% | +3.2% |
| Q1 2017 | $686,000 | +9.1% | 4,873 | +3.2% | 0.28% | +2.2% |
| Q4 2016 | $629,000 | -29.8% | 4,722 | -30.5% | 0.28% | -26.8% |
| Q3 2016 | $896,000 | +1.7% | 6,799 | -4.3% | 0.38% | -2.1% |
| Q2 2016 | $881,000 | +44.0% | 7,106 | +38.2% | 0.39% | +30.6% |
| Q1 2016 | $612,000 | -3.0% | 5,142 | -0.9% | 0.30% | -5.4% |
| Q4 2015 | $631,000 | -31.9% | 5,191 | -34.1% | 0.31% | -40.4% |
| Q3 2015 | $927,000 | -5.5% | 7,874 | +7.8% | 0.53% | +6.7% |
| Q2 2015 | $981,000 | +7.4% | 7,303 | +5.4% | 0.49% | +7.2% |
| Q1 2015 | $913,000 | +290.2% | 6,926 | +272.8% | 0.46% | +227.0% |
| Q4 2014 | $234,000 | – | 1,858 | – | 0.14% | – |
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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% |