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 2021 | $833,000 | -3.0% | 2,975 | +0.4% | 0.47% | -2.9% |
| Q2 2021 | $859,000 | +3.9% | 2,964 | -1.6% | 0.48% | -3.8% |
| Q1 2021 | $827,000 | -5.4% | 3,012 | -7.7% | 0.50% | -14.5% |
| Q4 2020 | $874,000 | +7.2% | 3,265 | -13.9% | 0.58% | -5.9% |
| Q3 2020 | $815,000 | +2.3% | 3,790 | -5.1% | 0.62% | -5.6% |
| Q2 2020 | $797,000 | +126.4% | 3,992 | +70.5% | 0.66% | +87.7% |
| Q1 2020 | $352,000 | – | 2,341 | – | 0.35% | – |
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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% |