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 | $10,729,566 | +0.7% | 50,096 | +8.0% | 3.21% | +7.0% |
| Q2 2023 | $10,659,176 | +7.8% | 46,397 | +1.6% | 3.00% | +5.0% |
| Q1 2023 | $9,887,214 | -1.2% | 45,687 | -8.5% | 2.86% | -7.4% |
| Q4 2022 | $10,009,436 | +8.2% | 49,912 | +5.3% | 3.09% | -5.1% |
| Q3 2022 | $9,249,000 | +1.9% | 47,401 | +2.9% | 3.26% | +4.8% |
| Q2 2022 | $9,075,000 | -0.0% | 46,061 | +25.9% | 3.11% | +5.1% |
| Q1 2022 | $9,079,000 | -22.4% | 36,590 | -11.9% | 2.96% | -22.8% |
| Q4 2021 | $11,702,000 | +2.6% | 41,526 | +2.0% | 3.83% | -4.1% |
| Q3 2021 | $11,401,000 | -5.7% | 40,693 | -2.5% | 3.99% | -3.5% |
| Q2 2021 | $12,093,000 | +1.5% | 41,731 | -3.8% | 4.14% | -4.0% |
| Q1 2021 | $11,909,000 | +2.8% | 43,360 | +0.2% | 4.31% | -1.5% |
| Q4 2020 | $11,580,000 | +11.6% | 43,265 | -10.4% | 4.38% | +8.7% |
| Q3 2020 | $10,373,000 | -4.7% | 48,261 | -11.5% | 4.03% | -2.5% |
| Q2 2020 | $10,887,000 | +27.0% | 54,546 | +0.4% | 4.13% | +17.0% |
| Q1 2020 | $8,572,000 | -8.2% | 54,338 | +15.6% | 3.53% | -13.8% |
| Q4 2019 | $9,340,000 | +9.5% | 47,008 | +0.3% | 4.10% | +4.1% |
| Q3 2019 | $8,533,000 | -3.0% | 46,874 | -0.8% | 3.94% | -5.4% |
| Q2 2019 | $8,801,000 | +9.4% | 47,264 | +5.6% | 4.16% | -52.2% |
| Q1 2019 | $8,045,000 | +44.9% | 44,761 | +21.4% | 8.71% | +17.3% |
| Q4 2018 | $5,552,000 | – | 36,866 | – | 7.42% | – |
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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% |