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 | $321,700 | -10.6% | 1,502 | -4.1% | 0.05% | -4.2% |
Q2 2023 | $359,888 | +4.1% | 1,567 | -1.9% | 0.05% | -5.9% |
Q1 2023 | $345,813 | +10.8% | 1,598 | +2.7% | 0.05% | +4.1% |
Q4 2022 | $312,000 | +2.6% | 1,556 | -0.2% | 0.05% | -2.0% |
Q3 2022 | $304,000 | +28.8% | 1,559 | +30.1% | 0.05% | +66.7% |
Q2 2022 | $236,000 | -32.0% | 1,198 | -14.3% | 0.03% | -41.2% |
Q1 2022 | $347,000 | -11.3% | 1,398 | +0.7% | 0.05% | -7.3% |
Q4 2021 | $391,000 | +10.1% | 1,388 | +9.7% | 0.06% | 0.0% |
Q3 2021 | $355,000 | -1.4% | 1,265 | +1.8% | 0.06% | -5.2% |
Q2 2021 | $360,000 | +1.4% | 1,243 | -3.9% | 0.06% | -7.9% |
Q1 2021 | $355,000 | -9.0% | 1,293 | -11.3% | 0.06% | -21.2% |
Q4 2020 | $390,000 | – | 1,458 | – | 0.08% | – |
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% |