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 | $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 ↓ |
|---|---|---|---|
| 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% |