VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 625 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,027,648 | -10.6% | 14,136 | -4.1% | 0.05% | +8.0% |
| Q2 2023 | $3,385,219 | +89149.1% | 14,735 | -15.9% | 0.05% | -24.2% |
| Q1 2023 | $3,793 | -15.1% | 17,526 | -21.3% | 0.07% | -25.0% |
| Q4 2022 | $4,465 | -99.9% | 22,267 | +10.0% | 0.09% | -3.3% |
| Q3 2022 | $3,949,000 | +201.7% | 20,238 | +204.5% | 0.09% | +213.8% |
| Q2 2022 | $1,309,000 | +165.5% | 6,646 | +234.8% | 0.03% | +222.2% |
| Q1 2022 | $493,000 | -51.0% | 1,985 | -47.2% | 0.01% | -62.5% |
| Q4 2021 | $1,006,000 | +58.4% | 3,760 | +66.0% | 0.02% | +84.6% |
| Q3 2021 | $635,000 | -16.7% | 2,265 | -13.9% | 0.01% | -13.3% |
| Q2 2021 | $762,000 | -8.6% | 2,630 | -13.3% | 0.02% | -21.1% |
| Q1 2021 | $834,000 | -17.1% | 3,035 | -19.3% | 0.02% | -20.8% |
| Q4 2020 | $1,006,000 | +12.3% | 3,760 | -9.8% | 0.02% | -4.0% |
| Q3 2020 | $896,000 | -20.9% | 4,170 | -26.5% | 0.02% | -28.6% |
| Q2 2020 | $1,133,000 | -2.5% | 5,675 | -26.6% | 0.04% | -16.7% |
| Q1 2020 | $1,162,000 | -25.7% | 7,730 | -1.8% | 0.04% | -8.7% |
| Q4 2019 | $1,564,000 | +9.4% | 7,872 | +0.2% | 0.05% | 0.0% |
| Q3 2019 | $1,430,000 | -8.0% | 7,855 | -5.9% | 0.05% | -6.1% |
| Q2 2019 | $1,554,000 | +3.9% | 8,345 | +0.3% | 0.05% | +4.3% |
| Q1 2019 | $1,495,000 | – | 8,318 | – | 0.05% | – |
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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% |