VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 311 filers reported holding VANGUARD INDEX FDS in Q1 2017. The put-call ratio across all filers is 0.85 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $556,255 | +8.4% | 2,134 | +0.6% | 0.04% | -2.7% |
Q4 2023 | $513,137 | +101.2% | 2,122 | +78.2% | 0.04% | +76.2% |
Q3 2023 | $255,003 | -2.0% | 1,191 | +5.2% | 0.02% | 0.0% |
Q2 2023 | $260,099 | +12.6% | 1,132 | -3.5% | 0.02% | -19.2% |
Q2 2022 | $231,000 | +5.0% | 1,173 | +46.4% | 0.03% | +4.0% |
Q1 2021 | $220,000 | +6.3% | 801 | +3.4% | 0.02% | -3.8% |
Q4 2020 | $207,000 | +27.8% | 775 | +2.5% | 0.03% | +18.2% |
Q3 2020 | $162,000 | +8.0% | 756 | +0.1% | 0.02% | 0.0% |
Q2 2020 | $150,000 | +31.6% | 755 | 0.0% | 0.02% | -4.3% |
Q1 2020 | $114,000 | -27.4% | 755 | -4.4% | 0.02% | -14.8% |
Q4 2019 | $157,000 | -2.5% | 790 | -10.9% | 0.03% | -15.6% |
Q3 2019 | $161,000 | -13.4% | 887 | -11.3% | 0.03% | -17.9% |
Q2 2019 | $186,000 | +3.3% | 1,000 | -0.6% | 0.04% | +5.4% |
Q1 2019 | $180,000 | +2.9% | 1,006 | -13.6% | 0.04% | -14.0% |
Q4 2018 | $175,000 | -12.5% | 1,164 | +7.7% | 0.04% | +16.2% |
Q3 2018 | $200,000 | +13.0% | 1,081 | +7.1% | 0.04% | +5.7% |
Q2 2018 | $177,000 | -34.2% | 1,009 | -38.3% | 0.04% | -54.5% |
Q4 2017 | $269,000 | +5.9% | 1,635 | -1.1% | 0.08% | -6.1% |
Q3 2017 | $254,000 | +5.8% | 1,654 | +0.1% | 0.08% | -1.2% |
Q2 2017 | $240,000 | +4.8% | 1,653 | 0.0% | 0.08% | -4.6% |
Q1 2017 | $229,000 | – | 1,653 | – | 0.09% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Bromfield Sneider Wealth Advisors | 53,956 | $15,204,000 | 15.51% |
Jentner Corp | 81,506 | $22,968,000 | 15.12% |
Radnor Financial Advisors, LLC | 149,728 | $42,192,000 | 14.99% |
BALASA DINVERNO & FOLTZ LLC | 489,821 | $138,027,000 | 8.89% |
BHK Investment Advisors, LLC | 76,407 | $21,531,000 | 8.49% |
Summit Financial Strategies, Inc. | 125,947 | $35,491,000 | 6.85% |
Bishop & Co Investment Management, LLC | 54,119 | $15,250,000 | 6.31% |
CHOREO, LLC | 453,966 | $127,923,000 | 6.25% |
New Millennium Group LLC | 28,200 | $7,946,000 | 6.04% |
Mosaic Family Wealth, LLC | 82,054 | $23,122,000 | 6.02% |