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 | $281,861 | -2.3% | 1,316 | +4.8% | 0.03% | -3.4% |
Q2 2023 | $288,553 | +6.2% | 1,256 | 0.0% | 0.03% | 0.0% |
Q1 2023 | $271,811 | +7.9% | 1,256 | 0.0% | 0.03% | 0.0% |
Q4 2022 | $251,878 | +2.8% | 1,256 | 0.0% | 0.03% | +26.1% |
Q3 2022 | $245,000 | -73.1% | 1,256 | -72.9% | 0.02% | -79.1% |
Q2 2022 | $912,000 | -36.0% | 4,629 | -19.4% | 0.11% | -26.7% |
Q1 2022 | $1,425,000 | +148.3% | 5,744 | +182.1% | 0.15% | +150.0% |
Q4 2021 | $574,000 | +0.7% | 2,036 | +0.0% | 0.06% | -9.1% |
Q3 2021 | $570,000 | -6.1% | 2,035 | -2.9% | 0.07% | -4.3% |
Q2 2021 | $607,000 | -10.6% | 2,095 | -15.3% | 0.07% | -12.7% |
Q1 2021 | $679,000 | +4.0% | 2,474 | +1.4% | 0.08% | -8.1% |
Q4 2020 | $653,000 | – | 2,439 | – | 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% |