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 | $284,431 | -4.2% | 1,328 | +2.8% | 0.03% | -9.1% |
| Q2 2023 | $296,824 | +5.9% | 1,292 | -0.2% | 0.03% | +10.0% |
| Q1 2023 | $280,251 | -23.7% | 1,295 | -29.3% | 0.03% | -28.6% |
| Q4 2022 | $367,389 | +30.7% | 1,832 | +27.3% | 0.04% | +27.3% |
| Q3 2022 | $281,000 | -11.1% | 1,439 | -10.3% | 0.03% | 0.0% |
| Q2 2022 | $316,000 | -1.2% | 1,604 | +24.4% | 0.03% | +13.8% |
| Q1 2022 | $320,000 | -12.6% | 1,289 | -0.7% | 0.03% | +7.4% |
| Q4 2021 | $366,000 | -21.3% | 1,298 | -21.7% | 0.03% | -28.9% |
| Q3 2021 | $465,000 | -5.5% | 1,658 | -2.2% | 0.04% | -7.3% |
| Q2 2021 | $492,000 | +19.7% | 1,696 | +13.4% | 0.04% | +10.8% |
| Q1 2021 | $411,000 | +2.8% | 1,496 | 0.0% | 0.04% | -5.1% |
| Q4 2020 | $400,000 | -20.6% | 1,496 | -36.2% | 0.04% | -30.4% |
| Q3 2020 | $504,000 | -0.2% | 2,345 | -7.3% | 0.06% | -6.7% |
| Q2 2020 | $505,000 | +35.4% | 2,530 | +2.0% | 0.06% | +15.4% |
| Q1 2020 | $373,000 | -48.5% | 2,481 | -31.9% | 0.05% | +36.8% |
| Q4 2019 | $724,000 | +100.0% | 3,645 | +83.5% | 0.04% | -22.4% |
| Q3 2019 | $362,000 | +8.4% | 1,986 | +10.8% | 0.05% | -49.0% |
| Q2 2019 | $334,000 | +3.4% | 1,793 | -0.1% | 0.10% | +12.9% |
| Q1 2019 | $323,000 | +21.9% | 1,794 | +1.9% | 0.08% | +7.6% |
| Q4 2018 | $265,000 | -19.7% | 1,760 | 0.0% | 0.08% | -16.8% |
| Q3 2018 | $330,000 | +6.8% | 1,760 | 0.0% | 0.10% | -9.5% |
| Q2 2018 | $309,000 | +4.4% | 1,760 | -2.4% | 0.10% | +9.4% |
| Q1 2018 | $296,000 | -10.8% | 1,803 | -12.7% | 0.10% | -9.4% |
| Q4 2017 | $332,000 | +5.4% | 2,065 | 0.0% | 0.11% | -11.7% |
| Q3 2017 | $315,000 | +4.7% | 2,065 | 0.0% | 0.12% | -4.8% |
| Q2 2017 | $301,000 | +3.8% | 2,065 | 0.0% | 0.13% | +0.8% |
| Q1 2017 | $290,000 | +5.5% | 2,065 | 0.0% | 0.12% | +28.9% |
| Q4 2016 | $275,000 | +1.1% | 2,065 | 0.0% | 0.10% | -16.4% |
| Q3 2016 | $272,000 | -11.7% | 2,065 | -59.8% | 0.12% | -15.9% |
| Q2 2016 | $308,000 | +25.2% | 5,134 | +148.6% | 0.14% | +7.8% |
| Q1 2016 | $246,000 | – | 2,065 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 117,818 | $17,708,000 | 23.18% |
| Radnor Financial Advisors, LLC | 125,322 | $18,835,000 | 16.01% |
| DWM Financial Group, Inc. | 32,814 | $4,932,000 | 10.84% |
| BALASA DINVERNO & FOLTZ LLC | 544,919 | $81,901,000 | 10.30% |
| Summit Financial Strategies, Inc. | 119,655 | $17,984,000 | 9.75% |
| BHK Investment Advisors, LLC | 73,738 | $11,083,000 | 7.89% |
| Mosaic Family Wealth, LLC | 84,664 | $12,725,000 | 6.45% |
| CHOREO, LLC | 332,173 | $49,926,000 | 6.14% |
| INSPIRION WEALTH ADVISORS, LLC | 79,427 | $11,938,000 | 5.89% |
| Bishop & Co Investment Management, LLC | 42,325 | $8,410,000 | 5.63% |