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 | $214,180 | -6.8% | 1,000 | 0.0% | 0.04% | -4.3% |
| Q2 2023 | $229,740 | +6.2% | 1,000 | 0.0% | 0.05% | +2.2% |
| Q1 2023 | $216,410 | +7.9% | 1,000 | 0.0% | 0.05% | 0.0% |
| Q4 2022 | $200,540 | +2.8% | 1,000 | 0.0% | 0.05% | -13.2% |
| Q3 2022 | $195,000 | -1.0% | 1,000 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $197,000 | +497.0% | 1,000 | +663.4% | 0.05% | +253.3% |
| Q1 2022 | $33,000 | -88.3% | 131 | -86.9% | 0.02% | -81.0% |
| Q4 2021 | $282,000 | +0.7% | 1,000 | 0.0% | 0.08% | -16.0% |
| Q3 2021 | $280,000 | -0.7% | 1,000 | +2.9% | 0.09% | -7.8% |
| Q2 2021 | $282,000 | +5.6% | 972 | 0.0% | 0.10% | -11.3% |
| Q1 2021 | $267,000 | +2.7% | 972 | 0.0% | 0.12% | -1.7% |
| Q4 2020 | $260,000 | +14.0% | 972 | -8.6% | 0.12% | -0.8% |
| Q3 2020 | $228,000 | +15.7% | 1,063 | +7.8% | 0.12% | +9.3% |
| Q2 2020 | $197,000 | +49.2% | 986 | +12.0% | 0.11% | +25.6% |
| Q1 2020 | $132,000 | -38.3% | 880 | -18.2% | 0.09% | -21.8% |
| Q4 2019 | $214,000 | +9.2% | 1,076 | 0.0% | 0.11% | +3.8% |
| Q3 2019 | $196,000 | -2.0% | 1,076 | 0.0% | 0.11% | -2.8% |
| Q2 2019 | $200,000 | +3.6% | 1,076 | 0.0% | 0.11% | +1.9% |
| Q1 2019 | $193,000 | +19.1% | 1,076 | 0.0% | 0.11% | +5.9% |
| Q4 2018 | $162,000 | -19.8% | 1,076 | 0.0% | 0.10% | -9.8% |
| Q3 2018 | $202,000 | +6.9% | 1,076 | 0.0% | 0.11% | +1.8% |
| Q2 2018 | $189,000 | +7.4% | 1,076 | 0.0% | 0.11% | +4.8% |
| Q1 2018 | $176,000 | +1.7% | 1,076 | 0.0% | 0.10% | +5.0% |
| Q4 2017 | $173,000 | +5.5% | 1,076 | 0.0% | 0.10% | 0.0% |
| Q3 2017 | $164,000 | +16.3% | 1,076 | -9.0% | 0.10% | +72.4% |
| Q1 2016 | $141,000 | -2.1% | 1,183 | 0.0% | 0.06% | -53.2% |
| Q4 2015 | $144,000 | – | 1,183 | – | 0.12% | – |
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% |