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 | $2,447,863 | -7.7% | 11,429 | -1.0% | 0.17% | -9.2% |
Q2 2023 | $2,650,969 | -32.2% | 11,539 | -36.1% | 0.18% | -37.8% |
Q1 2023 | $3,910,527 | -17.0% | 18,070 | -23.1% | 0.30% | -26.0% |
Q4 2022 | $4,713,562 | +2.6% | 23,504 | -0.2% | 0.40% | -6.5% |
Q3 2022 | $4,594,000 | -4.5% | 23,541 | -3.6% | 0.43% | +1.7% |
Q2 2022 | $4,811,000 | -22.8% | 24,415 | -2.8% | 0.42% | -11.7% |
Q1 2022 | $6,234,000 | -15.7% | 25,122 | -4.2% | 0.48% | -16.9% |
Q4 2021 | $7,392,000 | -1.3% | 26,231 | -1.8% | 0.57% | -12.1% |
Q3 2021 | $7,486,000 | -5.8% | 26,721 | -2.5% | 0.65% | -6.6% |
Q2 2021 | $7,943,000 | +25.7% | 27,410 | -6.8% | 0.70% | +0.1% |
Q3 2020 | $6,320,000 | +31.1% | 29,405 | -8.3% | 0.70% | -3.1% |
Q1 2020 | $4,821,000 | -31.7% | 32,079 | -9.7% | 0.72% | -7.3% |
Q4 2019 | $7,057,000 | +7.4% | 35,518 | -1.6% | 0.78% | -4.1% |
Q3 2019 | $6,568,000 | -0.4% | 36,079 | +1.8% | 0.81% | -0.5% |
Q2 2019 | $6,596,000 | – | 35,424 | – | 0.81% | – |
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% |