VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 743 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 2.11 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $251,853 | -14.6% | 1,207 | -3.4% | 0.11% | -13.5% |
| Q2 2023 | $295,000 | +101624.1% | 1,250 | -15.9% | 0.13% | +6.8% |
| Q1 2023 | $290 | -1.7% | 1,486 | 0.0% | 0.12% | -13.9% |
| Q4 2022 | $295 | -99.9% | 1,486 | -27.9% | 0.14% | -31.2% |
| Q3 2022 | $413,000 | -27.0% | 2,061 | -28.2% | 0.20% | -28.2% |
| Q2 2022 | $566,000 | -40.9% | 2,871 | -25.6% | 0.28% | -30.2% |
| Q1 2022 | $957,000 | -78.4% | 3,857 | -75.5% | 0.40% | -78.4% |
| Q4 2021 | $4,432,000 | +10.2% | 15,727 | +9.5% | 1.84% | +0.1% |
| Q3 2021 | $4,023,000 | +0.5% | 14,361 | +4.0% | 1.84% | -2.2% |
| Q2 2021 | $4,003,000 | +12.5% | 13,811 | +6.6% | 1.88% | +3.9% |
| Q1 2021 | $3,558,000 | +2.5% | 12,953 | -0.1% | 1.81% | -4.4% |
| Q4 2020 | $3,471,000 | +25.4% | 12,964 | +0.7% | 1.89% | +6.9% |
| Q3 2020 | $2,768,000 | +14.9% | 12,876 | +6.6% | 1.77% | +4.1% |
| Q2 2020 | $2,410,000 | – | 12,076 | – | 1.70% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 117,818 | $17,708,000 | 23.18% |
| Radnor Financial Advisors, LLC | 125,322 | $18,835,000 | 16.01% |
| DWM Financial Group, Inc. | 32,814 | $4,932,000 | 10.84% |
| BALASA DINVERNO & FOLTZ LLC | 544,919 | $81,901,000 | 10.30% |
| Summit Financial Strategies, Inc. | 119,655 | $17,984,000 | 9.75% |
| BHK Investment Advisors, LLC | 73,738 | $11,083,000 | 7.89% |
| Mosaic Family Wealth, LLC | 84,664 | $12,725,000 | 6.45% |
| CHOREO, LLC | 332,173 | $49,926,000 | 6.14% |
| INSPIRION WEALTH ADVISORS, LLC | 79,427 | $11,938,000 | 5.89% |
| Bishop & Co Investment Management, LLC | 42,325 | $8,410,000 | 5.63% |