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 | $224,777 | +3.6% | 1,121 | +1.0% | 0.02% | -4.8% |
| Q3 2022 | $217,000 | +2.8% | 1,110 | +3.4% | 0.02% | +5.0% |
| Q2 2022 | $211,000 | -20.7% | 1,073 | 0.0% | 0.02% | -13.0% |
| Q1 2022 | $266,000 | +8.1% | 1,073 | +23.1% | 0.02% | -17.9% |
| Q4 2021 | $246,000 | -12.5% | 872 | -13.0% | 0.03% | 0.0% |
| Q3 2021 | $281,000 | -3.1% | 1,002 | 0.0% | 0.03% | -6.7% |
| Q2 2021 | $290,000 | +5.5% | 1,002 | 0.0% | 0.03% | -6.2% |
| Q1 2021 | $275,000 | +28.5% | 1,002 | +25.1% | 0.03% | +18.5% |
| Q4 2020 | $214,000 | +24.4% | 801 | +0.3% | 0.03% | +3.8% |
| Q3 2020 | $172,000 | +8.2% | 799 | 0.0% | 0.03% | -3.7% |
| Q2 2020 | $159,000 | +32.5% | 799 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $120,000 | -24.1% | 799 | +0.1% | 0.03% | -10.0% |
| Q4 2019 | $158,000 | +9.0% | 798 | +0.3% | 0.03% | -3.2% |
| Q3 2019 | $145,000 | -2.0% | 796 | 0.0% | 0.03% | -6.1% |
| Q2 2019 | $148,000 | +3.5% | 796 | 0.0% | 0.03% | -17.5% |
| Q1 2019 | $143,000 | -29.9% | 796 | -26.8% | 0.04% | -37.5% |
| Q3 2018 | $204,000 | +18.6% | 1,087 | +11.3% | 0.06% | +4.9% |
| Q2 2018 | $172,000 | +7.5% | 977 | 0.0% | 0.06% | 0.0% |
| Q1 2018 | $160,000 | -8.6% | 977 | -10.3% | 0.06% | -10.3% |
| Q4 2017 | $175,000 | – | 1,089 | – | 0.07% | – |
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% |