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 | $1,432,556 | -13.1% | 6,689 | -6.8% | 0.14% | -11.2% |
| Q2 2023 | $1,648,732 | +1.0% | 7,177 | -4.9% | 0.15% | -14.1% |
| Q1 2023 | $1,632,612 | +5.4% | 7,544 | -2.4% | 0.18% | -3.8% |
| Q4 2022 | $1,549,686 | -18.5% | 7,728 | -20.7% | 0.18% | -31.6% |
| Q3 2022 | $1,901,000 | -17.6% | 9,744 | -4.0% | 0.27% | -10.9% |
| Q2 2022 | $2,308,000 | +43.3% | 10,154 | +56.4% | 0.30% | -33.9% |
| Q1 2022 | $1,611,000 | -33.8% | 6,493 | -24.8% | 0.46% | -29.7% |
| Q4 2021 | $2,433,000 | +13.0% | 8,635 | +12.4% | 0.65% | +17.3% |
| Q3 2021 | $2,153,000 | -3.2% | 7,685 | +0.1% | 0.55% | -5.9% |
| Q2 2021 | $2,225,000 | +29.6% | 7,681 | +22.9% | 0.59% | +16.6% |
| Q1 2021 | $1,717,000 | +1.1% | 6,252 | -1.5% | 0.50% | -1.4% |
| Q4 2020 | $1,699,000 | +80.6% | 6,347 | +45.0% | 0.51% | +91.0% |
| Q3 2020 | $941,000 | +7.7% | 4,376 | -0.1% | 0.27% | -19.0% |
| Q2 2020 | $874,000 | +21.4% | 4,379 | -8.6% | 0.33% | +24.0% |
| Q1 2020 | $720,000 | -50.5% | 4,790 | -34.5% | 0.27% | -49.3% |
| Q4 2019 | $1,454,000 | +30.9% | 7,317 | +19.9% | 0.53% | +7.3% |
| Q3 2019 | $1,111,000 | -99.9% | 6,104 | -12.7% | 0.49% | -25.5% |
| Q2 2019 | $1,301,628,000 | +101431.0% | 6,990 | -2.0% | 0.66% | +23.4% |
| Q1 2019 | $1,282,000 | -47.0% | 7,133 | -55.6% | 0.53% | -39.2% |
| Q4 2018 | $2,417,000 | +12.7% | 16,050 | +40.2% | 0.88% | +1.5% |
| Q3 2018 | $2,144,000 | +8.6% | 11,446 | +1.9% | 0.87% | +3.3% |
| Q2 2018 | $1,975,000 | +4.1% | 11,235 | -3.0% | 0.84% | +5.4% |
| Q1 2018 | $1,898,000 | +1.2% | 11,577 | +3.1% | 0.80% | -5.0% |
| Q4 2017 | $1,875,000 | -10.0% | 11,224 | -17.8% | 0.84% | +10.7% |
| Q3 2017 | $2,084,000 | +20.3% | 13,655 | +14.9% | 0.76% | -22.7% |
| Q2 2017 | $1,732,000 | +4.2% | 11,888 | +0.6% | 0.98% | -0.7% |
| Q1 2017 | $1,662,000 | +60.7% | 11,814 | +52.2% | 0.98% | +27.6% |
| Q4 2016 | $1,034,000 | – | 7,764 | – | 0.77% | – |
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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% |