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 | $443,573 | -7.4% | 2,071 | -0.7% | 0.02% | -5.6% |
| Q2 2023 | $478,996 | +11.6% | 2,085 | +5.1% | 0.02% | 0.0% |
| Q1 2023 | $429,111 | +17.8% | 1,983 | +9.1% | 0.02% | +12.5% |
| Q4 2022 | $364,337 | -49.3% | 1,817 | -50.7% | 0.02% | -56.8% |
| Q3 2022 | $719,000 | -31.3% | 3,687 | -30.6% | 0.04% | -46.4% |
| Q2 2022 | $1,047,000 | -22.1% | 5,316 | -1.8% | 0.07% | -8.0% |
| Q1 2022 | $1,344,000 | -13.0% | 5,416 | -1.2% | 0.08% | -8.5% |
| Q4 2021 | $1,544,000 | -1.3% | 5,480 | -1.8% | 0.08% | -11.8% |
| Q3 2021 | $1,564,000 | +68.9% | 5,581 | +74.7% | 0.09% | +69.1% |
| Q2 2021 | $926,000 | +100.9% | 3,195 | +90.2% | 0.06% | +71.9% |
| Q1 2021 | $461,000 | -33.4% | 1,680 | -35.0% | 0.03% | -37.3% |
| Q4 2020 | $692,000 | +54.5% | 2,586 | +24.0% | 0.05% | +30.8% |
| Q3 2020 | $448,000 | +8.0% | 2,086 | +0.2% | 0.04% | -4.9% |
| Q2 2020 | $415,000 | +14.3% | 2,081 | -13.8% | 0.04% | -16.3% |
| Q1 2020 | $363,000 | -34.1% | 2,414 | -13.0% | 0.05% | -16.9% |
| Q4 2019 | $551,000 | -8.9% | 2,774 | -16.5% | 0.06% | -26.2% |
| Q3 2019 | $605,000 | +15.9% | 3,324 | +18.6% | 0.08% | +17.6% |
| Q2 2019 | $522,000 | +7.6% | 2,803 | +3.8% | 0.07% | -5.6% |
| Q1 2019 | $485,000 | +33.6% | 2,701 | +12.0% | 0.07% | 0.0% |
| Q4 2018 | $363,000 | +41.2% | 2,411 | +75.6% | 0.07% | +84.6% |
| Q3 2018 | $257,000 | +21.8% | 1,373 | +14.6% | 0.04% | -18.8% |
| Q2 2018 | $211,000 | – | 1,198 | – | 0.05% | – |
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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% |