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 | 98,470 | $21,090,323 | 13.11% |
| BHK Investment Advisors, LLC | 95,046 | $20,356,945 | 9.36% |
| Bromfield Sneider Wealth Advisors | 57,033 | $12,215,282 | 9.20% |
| SWAN Capital LLC | 52,751 | $11,298,209 | 9.01% |
| Vawter Financial, Ltd. | 43,774 | $9,375,605 | 8.42% |
| Summit Financial Strategies, Inc. | 133,928 | $28,684,622 | 5.46% |
| Brickley Wealth Management | 94,657 | $20,273,601 | 5.41% |
| Fee-Only Financial Planning, L.C. | 31,174 | $6,676,847 | 5.38% |
| Jacobsen Capital Management | 45,583 | $9,763,001 | 5.30% |
| American Financial Advisors, LLC | 150,038 | $32,135,181 | 5.06% |