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 | $9,244,163 | +3.3% | 43,161 | +10.8% | 0.46% | +7.7% |
| Q2 2023 | $8,946,577 | +28.2% | 38,942 | +20.7% | 0.43% | +0.7% |
| Q1 2023 | $6,980,613 | +44.3% | 32,256 | +33.7% | 0.43% | +24.8% |
| Q4 2022 | $4,839,194 | +10.4% | 24,131 | +7.4% | 0.34% | -5.0% |
| Q3 2022 | $4,385,000 | +14.6% | 22,470 | +15.7% | 0.36% | +13.5% |
| Q2 2022 | $3,825,000 | -5.4% | 19,416 | +19.2% | 0.32% | +10.8% |
| Q1 2022 | $4,043,000 | +51.8% | 16,292 | +72.3% | 0.29% | +44.2% |
| Q4 2021 | $2,664,000 | +20.7% | 9,454 | +20.0% | 0.20% | -34.3% |
| Q3 2021 | $2,208,000 | 0.0% | 7,881 | +3.4% | 0.30% | -23.3% |
| Q2 2021 | $2,208,000 | +38.4% | 7,620 | +31.2% | 0.40% | +28.2% |
| Q1 2021 | $1,595,000 | +252.9% | 5,806 | +244.2% | 0.31% | +152.5% |
| Q4 2020 | $452,000 | +95.7% | 1,687 | +56.9% | 0.12% | +17.3% |
| Q3 2020 | $231,000 | +7.4% | 1,075 | 0.0% | 0.10% | -12.6% |
| Q2 2020 | $215,000 | – | 1,075 | – | 0.12% | – |
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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% |