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 | $1,177,707 | -7.3% | 5,873 | -9.8% | 0.09% | -16.2% |
| Q3 2022 | $1,270,000 | +2.3% | 6,509 | +3.3% | 0.10% | +4.0% |
| Q2 2022 | $1,241,000 | -19.1% | 6,300 | +1.9% | 0.10% | 0.0% |
| Q1 2022 | $1,534,000 | +9.2% | 6,180 | +23.9% | 0.10% | +14.8% |
| Q4 2021 | $1,405,000 | -0.7% | 4,986 | -1.3% | 0.09% | -8.3% |
| Q3 2021 | $1,415,000 | -3.0% | 5,050 | -1.3% | 0.10% | -1.0% |
| Q2 2021 | $1,459,000 | +7.7% | 5,116 | +3.7% | 0.10% | +1.0% |
| Q1 2021 | $1,355,000 | -79.4% | 4,935 | -84.4% | 0.10% | -78.6% |
| Q4 2020 | $6,562,000 | +446.4% | 31,709 | +467.4% | 0.45% | +335.9% |
| Q3 2020 | $1,201,000 | +3.5% | 5,588 | -4.6% | 0.10% | -6.4% |
| Q2 2020 | $1,160,000 | +31.5% | 5,855 | -0.2% | 0.11% | -12.7% |
| Q1 2020 | $882,000 | +8.4% | 5,866 | +43.2% | 0.13% | +44.8% |
| Q4 2019 | $814,000 | +12.6% | 4,095 | +3.2% | 0.09% | +4.8% |
| Q3 2019 | $723,000 | +2.6% | 3,969 | +4.8% | 0.08% | +1.2% |
| Q2 2019 | $705,000 | +2.2% | 3,788 | -1.3% | 0.08% | -4.7% |
| Q1 2019 | $690,000 | -4.8% | 3,839 | -20.3% | 0.09% | -13.1% |
| Q4 2018 | $725,000 | -36.0% | 4,814 | -20.4% | 0.10% | -21.4% |
| Q3 2018 | $1,132,000 | +7.5% | 6,045 | +1.4% | 0.13% | -1.6% |
| Q2 2018 | $1,053,000 | +9.1% | 5,963 | +1.3% | 0.13% | +2.4% |
| Q1 2018 | $965,000 | +44.0% | 5,884 | +41.2% | 0.12% | +37.4% |
| Q4 2017 | $670,000 | – | 4,167 | – | 0.09% | – |
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% |