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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $35,925 | -3.2% | 166 | -10.3% | 0.00% | 0.0% |
Q4 2022 | $37,100 | +15.9% | 185 | +11.4% | 0.00% | 0.0% |
Q3 2022 | $32,000 | -3.0% | 166 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $33,000 | -19.5% | 166 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $41,000 | -12.8% | 166 | 0.0% | 0.00% | -20.0% |
Q4 2021 | $47,000 | 0.0% | 166 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $47,000 | -2.1% | 166 | 0.0% | 0.01% | -16.7% |
Q2 2021 | $48,000 | +4.3% | 166 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $46,000 | +4.5% | 166 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $44,000 | +22.2% | 166 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $36,000 | +9.1% | 166 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $33,000 | +725.0% | 166 | +591.7% | 0.01% | +500.0% |
Q1 2020 | $4,000 | -20.0% | 24 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $5,000 | +25.0% | 24 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $4,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $4,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $4,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $4,000 | – | 24 | – | 0.00% | – |
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% |