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 | $1,321,488 | -10.2% | 6,170 | -3.7% | 0.39% | -12.9% |
| Q2 2023 | $1,471,542 | +6.5% | 6,405 | +0.3% | 0.44% | -3.5% |
| Q1 2023 | $1,382,000 | +22.6% | 6,386 | +13.7% | 0.46% | +13.9% |
| Q4 2022 | $1,126,808 | +7.3% | 5,619 | +4.4% | 0.40% | -0.7% |
| Q3 2022 | $1,050,000 | +2.2% | 5,382 | +3.3% | 0.41% | +5.7% |
| Q2 2022 | $1,027,000 | +1.4% | 5,212 | +27.7% | 0.38% | +16.4% |
| Q1 2022 | $1,013,000 | +4.3% | 4,083 | +18.5% | 0.33% | +4.4% |
| Q4 2021 | $971,000 | +11.4% | 3,447 | +10.8% | 0.32% | +23.0% |
| Q3 2021 | $872,000 | +3.9% | 3,112 | +7.5% | 0.26% | +3.6% |
| Q2 2021 | $839,000 | +3.5% | 2,894 | -2.0% | 0.25% | -10.5% |
| Q1 2021 | $811,000 | -3.9% | 2,954 | -6.3% | 0.28% | -8.6% |
| Q4 2020 | $844,000 | +21.6% | 3,152 | -2.3% | 0.30% | +6.3% |
| Q3 2020 | $694,000 | +11.8% | 3,227 | +3.7% | 0.28% | -15.9% |
| Q2 2020 | $621,000 | +43.8% | 3,111 | +8.3% | 0.34% | +13.4% |
| Q1 2020 | $432,000 | +48.5% | 2,873 | +96.4% | 0.30% | +107.6% |
| Q4 2019 | $291,000 | +35.3% | 1,463 | +19.6% | 0.14% | -24.6% |
| Q2 2018 | $215,000 | +2.9% | 1,223 | -3.9% | 0.19% | +7.9% |
| Q1 2018 | $209,000 | -11.8% | 1,273 | -10.7% | 0.18% | -20.3% |
| Q4 2017 | $237,000 | – | 1,425 | – | 0.22% | – |
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% |