VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 588 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.44 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $558,173 | -6.8% | 2,606 | 0.0% | 0.04% | -2.6% |
| Q2 2023 | $598,710 | -1.7% | 2,606 | -7.4% | 0.04% | -4.9% |
| Q1 2023 | $608,799 | +17.7% | 2,813 | +9.1% | 0.04% | +10.8% |
| Q4 2022 | $517,220 | -6.8% | 2,579 | -9.4% | 0.04% | -9.8% |
| Q3 2022 | $555,000 | +6.7% | 2,846 | +7.8% | 0.04% | +7.9% |
| Q2 2022 | $520,000 | -21.5% | 2,641 | -1.0% | 0.04% | -15.6% |
| Q1 2022 | $662,000 | -33.4% | 2,669 | -24.3% | 0.04% | -43.0% |
| Q4 2021 | $994,000 | +16.0% | 3,528 | +15.3% | 0.08% | +5.3% |
| Q3 2021 | $857,000 | +21.9% | 3,060 | +26.2% | 0.08% | +21.0% |
| Q2 2021 | $703,000 | -2.8% | 2,425 | -7.9% | 0.06% | -13.9% |
| Q1 2021 | $723,000 | -24.6% | 2,633 | -26.6% | 0.07% | -35.7% |
| Q4 2020 | $959,000 | +25.2% | 3,585 | +0.6% | 0.11% | +9.8% |
| Q3 2020 | $766,000 | +7.1% | 3,564 | -0.4% | 0.10% | -1.0% |
| Q2 2020 | $715,000 | +36.2% | 3,580 | +2.5% | 0.10% | +24.1% |
| Q1 2020 | $525,000 | -41.1% | 3,493 | -22.1% | 0.08% | -29.1% |
| Q4 2019 | $891,000 | +3.8% | 4,482 | -4.9% | 0.12% | -9.3% |
| Q3 2019 | $858,000 | +111.9% | 4,714 | +116.7% | 0.13% | +101.6% |
| Q2 2019 | $405,000 | +33.7% | 2,175 | +28.9% | 0.06% | -5.9% |
| Q1 2019 | $303,000 | +35.3% | 1,688 | +13.6% | 0.07% | +6.2% |
| Q4 2018 | $224,000 | – | 1,486 | – | 0.06% | – |
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% |