VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 522 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $732,000 | -24.8% | 4,869 | -0.6% | 0.27% | -18.9% |
Q4 2019 | $973,000 | +6.5% | 4,897 | -2.5% | 0.34% | -5.3% |
Q3 2019 | $914,000 | -2.2% | 5,023 | +0.1% | 0.36% | -12.1% |
Q2 2019 | $935,000 | +4.9% | 5,019 | +1.2% | 0.41% | -6.7% |
Q1 2019 | $891,000 | +15.1% | 4,960 | -3.5% | 0.44% | +2.8% |
Q4 2018 | $774,000 | -19.5% | 5,138 | +0.1% | 0.42% | -42.6% |
Q3 2018 | $961,000 | +5.3% | 5,131 | -1.2% | 0.74% | -11.4% |
Q2 2018 | $913,000 | +6.9% | 5,195 | -0.2% | 0.83% | -1.1% |
Q1 2018 | $854,000 | +2.0% | 5,207 | +0.1% | 0.84% | -8.8% |
Q4 2017 | $837,000 | – | 5,202 | – | 0.92% | – |
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% |