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 | $446,993 | -5.2% | 2,087 | +1.7% | 0.01% | -7.7% |
| Q2 2023 | $471,426 | +8.4% | 2,052 | +2.1% | 0.01% | 0.0% |
| Q1 2023 | $434,984 | +7.9% | 2,010 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $403,085 | +2.6% | 2,010 | 0.0% | 0.01% | -13.3% |
| Q3 2022 | $393,000 | -7.1% | 2,010 | -6.3% | 0.02% | -6.2% |
| Q2 2022 | $423,000 | +67.9% | 2,145 | +111.5% | 0.02% | +100.0% |
| Q1 2022 | $252,000 | -25.4% | 1,014 | -15.4% | 0.01% | -27.3% |
| Q4 2021 | $338,000 | +0.6% | 1,198 | 0.0% | 0.01% | -15.4% |
| Q3 2021 | $336,000 | -3.2% | 1,198 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $347,000 | +5.5% | 1,198 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $329,000 | +2.5% | 1,198 | 0.0% | 0.01% | -6.7% |
| Q4 2020 | $321,000 | +15.5% | 1,198 | -7.4% | 0.02% | +7.1% |
| Q3 2020 | $278,000 | -2.1% | 1,294 | -9.1% | 0.01% | -12.5% |
| Q2 2020 | $284,000 | +32.7% | 1,424 | 0.0% | 0.02% | +6.7% |
| Q1 2020 | $214,000 | -13.0% | 1,424 | +14.8% | 0.02% | +7.1% |
| Q4 2019 | $246,000 | +21.8% | 1,240 | +11.7% | 0.01% | +16.7% |
| Q3 2019 | $202,000 | -2.4% | 1,110 | 0.0% | 0.01% | -7.7% |
| Q2 2019 | $207,000 | -0.5% | 1,110 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $208,000 | – | 1,110 | – | 0.01% | – |
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% |