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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $46,124 | +2.5% | 230 | 0.0% | 0.02% | -8.0% |
| Q3 2022 | $45,000 | 0.0% | 230 | 0.0% | 0.02% | +8.7% |
| Q2 2022 | $45,000 | -21.1% | 230 | 0.0% | 0.02% | -11.5% |
| Q1 2022 | $57,000 | -26.9% | 230 | -17.3% | 0.03% | -23.5% |
| Q4 2021 | $78,000 | -22.8% | 278 | -22.8% | 0.03% | -29.2% |
| Q3 2021 | $101,000 | -2.9% | 360 | 0.0% | 0.05% | -5.9% |
| Q2 2021 | $104,000 | +1.0% | 360 | -4.0% | 0.05% | -5.6% |
| Q1 2021 | $103,000 | +3.0% | 375 | 0.0% | 0.05% | -5.3% |
| Q4 2020 | $100,000 | +23.5% | 375 | 0.0% | 0.06% | +3.6% |
| Q3 2020 | $81,000 | +5.2% | 375 | -2.6% | 0.06% | -3.5% |
| Q2 2020 | $77,000 | +24.2% | 385 | -6.1% | 0.06% | +5.6% |
| Q1 2020 | $62,000 | -23.5% | 410 | 0.0% | 0.05% | -8.5% |
| Q4 2019 | $81,000 | +8.0% | 410 | 0.0% | 0.06% | -3.3% |
| Q3 2019 | $75,000 | -1.3% | 410 | 0.0% | 0.06% | -6.2% |
| Q2 2019 | $76,000 | +2.7% | 410 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $74,000 | +19.4% | 410 | 0.0% | 0.06% | +6.6% |
| Q4 2018 | $62,000 | -21.5% | 410 | -2.8% | 0.06% | -11.6% |
| Q3 2018 | $79,000 | +6.8% | 422 | 0.0% | 0.07% | +1.5% |
| Q2 2018 | $74,000 | -3.9% | 422 | -10.6% | 0.07% | -6.8% |
| Q1 2018 | $77,000 | -30.0% | 472 | -30.8% | 0.07% | -29.1% |
| Q4 2017 | $110,000 | +5.8% | 682 | 0.0% | 0.10% | +3.0% |
| Q3 2017 | $104,000 | +5.1% | 682 | 0.0% | 0.10% | +3.1% |
| Q2 2017 | $99,000 | +3.1% | 682 | 0.0% | 0.10% | -2.0% |
| Q1 2017 | $96,000 | -8.6% | 682 | -13.3% | 0.10% | +1.0% |
| Q4 2016 | $105,000 | – | 787 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 117,818 | $17,708,000 | 23.18% |
| Radnor Financial Advisors, LLC | 125,322 | $18,835,000 | 16.01% |
| DWM Financial Group, Inc. | 32,814 | $4,932,000 | 10.84% |
| BALASA DINVERNO & FOLTZ LLC | 544,919 | $81,901,000 | 10.30% |
| Summit Financial Strategies, Inc. | 119,655 | $17,984,000 | 9.75% |
| BHK Investment Advisors, LLC | 73,738 | $11,083,000 | 7.89% |
| Mosaic Family Wealth, LLC | 84,664 | $12,725,000 | 6.45% |
| CHOREO, LLC | 332,173 | $49,926,000 | 6.14% |
| INSPIRION WEALTH ADVISORS, LLC | 79,427 | $11,938,000 | 5.89% |
| Bishop & Co Investment Management, LLC | 42,325 | $8,410,000 | 5.63% |