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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $209,817 | -1.4% | 913 | -7.1% | 0.03% | -10.5% |
| Q1 2023 | $212,751 | -33.7% | 983 | -24.0% | 0.04% | -43.3% |
| Q1 2022 | $321,000 | -19.8% | 1,293 | -8.8% | 0.07% | -16.2% |
| Q4 2021 | $400,000 | -0.2% | 1,418 | -1.0% | 0.08% | -10.1% |
| Q3 2021 | $401,000 | -3.8% | 1,432 | -0.6% | 0.09% | -5.3% |
| Q2 2021 | $417,000 | +4.5% | 1,440 | -1.0% | 0.09% | -4.1% |
| Q1 2021 | $399,000 | -13.4% | 1,454 | -15.6% | 0.10% | -19.0% |
| Q4 2020 | $461,000 | +26.3% | 1,723 | +2.4% | 0.12% | +8.0% |
| Q3 2020 | $365,000 | +8.0% | 1,683 | 0.0% | 0.11% | -5.9% |
| Q2 2020 | $338,000 | +22.9% | 1,683 | -8.2% | 0.12% | +8.2% |
| Q1 2020 | $275,000 | -24.5% | 1,833 | 0.0% | 0.11% | -16.0% |
| Q4 2019 | $364,000 | +5.8% | 1,833 | -2.9% | 0.13% | -3.7% |
| Q3 2019 | $344,000 | -2.0% | 1,888 | +0.2% | 0.14% | -7.5% |
| Q2 2019 | $351,000 | -4.4% | 1,885 | -6.9% | 0.15% | -8.7% |
| Q1 2019 | $367,000 | +4.9% | 2,024 | -12.9% | 0.16% | -9.6% |
| Q4 2018 | $350,000 | -46.2% | 2,324 | -33.0% | 0.18% | -51.4% |
| Q3 2018 | $650,000 | -13.3% | 3,469 | -18.7% | 0.37% | -25.5% |
| Q2 2018 | $750,000 | +3.2% | 4,266 | -3.2% | 0.49% | -3.9% |
| Q1 2018 | $727,000 | -11.8% | 4,406 | -12.5% | 0.51% | -12.6% |
| Q4 2017 | $824,000 | – | 5,034 | – | 0.58% | – |
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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% |