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 | $3,480,335 | -6.8% | 16,250 | +0.0% | 1.07% | -3.1% |
| Q2 2023 | $3,733,093 | +6.2% | 16,249 | 0.0% | 1.10% | -4.2% |
| Q1 2023 | $3,516,405 | +9.3% | 16,249 | +1.3% | 1.15% | -0.8% |
| Q4 2022 | $3,218,152 | +5.2% | 16,047 | +2.3% | 1.16% | -5.7% |
| Q3 2022 | $3,060,000 | -3.9% | 15,680 | -3.0% | 1.23% | -1.7% |
| Q2 2022 | $3,184,000 | -39.3% | 16,159 | -23.6% | 1.25% | -24.3% |
| Q1 2022 | $5,249,000 | +36.1% | 21,155 | +54.5% | 1.66% | +27.6% |
| Q4 2021 | $3,858,000 | +17.6% | 13,690 | +16.9% | 1.30% | -17.5% |
| Q3 2021 | $3,280,000 | -19.1% | 11,709 | -16.3% | 1.58% | -0.5% |
| Q2 2021 | $4,053,000 | +5.9% | 13,986 | +0.4% | 1.58% | -2.5% |
| Q1 2021 | $3,826,000 | +2.6% | 13,931 | -0.0% | 1.62% | -5.1% |
| Q4 2020 | $3,730,000 | +24.7% | 13,934 | +0.1% | 1.71% | +2.1% |
| Q3 2020 | $2,992,000 | +5.0% | 13,921 | -2.5% | 1.68% | -9.8% |
| Q2 2020 | $2,850,000 | +22.1% | 14,280 | -8.1% | 1.86% | +5.0% |
| Q1 2020 | $2,335,000 | -17.5% | 15,533 | +9.0% | 1.77% | -13.6% |
| Q4 2019 | $2,831,000 | -6.0% | 14,248 | -13.8% | 2.05% | -7.7% |
| Q3 2019 | $3,011,000 | +13.5% | 16,538 | +16.1% | 2.22% | -1.8% |
| Q2 2019 | $2,653,000 | +2.2% | 14,247 | -1.3% | 2.26% | -2.6% |
| Q1 2019 | $2,595,000 | +6.5% | 14,437 | -11.9% | 2.32% | +20.9% |
| Q4 2018 | $2,436,000 | – | 16,381 | – | 1.92% | – |
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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% |