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 | $2,103,201 | +35053250.0% | 494 | +1800.0% | 0.02% | – |
| Q2 2023 | $6 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q1 2023 | $6 | -100.0% | 26 | -76.8% | 0.00% | -100.0% |
| Q4 2021 | $27,000 | -18.2% | 112 | -1.8% | 0.00% | -93.8% |
| Q3 2021 | $33,000 | 0.0% | 114 | 0.0% | 0.02% | +33.3% |
| Q2 2021 | $33,000 | +10.0% | 114 | +4.6% | 0.01% | +1100.0% |
| Q1 2021 | $30,000 | +3.4% | 109 | 0.0% | 0.00% | -96.3% |
| Q4 2020 | $29,000 | +70.6% | 109 | -3.5% | 0.03% | – |
| Q1 2020 | $17,000 | -22.7% | 113 | +1.8% | 0.00% | -100.0% |
| Q4 2019 | $22,000 | +10.0% | 111 | +1.8% | 0.02% | -11.8% |
| Q3 2019 | $20,000 | 0.0% | 109 | 0.0% | 0.02% | +6.2% |
| Q2 2019 | $20,000 | 0.0% | 109 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $20,000 | +11.1% | 109 | 0.0% | 0.02% | -15.8% |
| Q3 2018 | $18,000 | – | 109 | – | 0.02% | – |
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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% |