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 | $1,899,286 | +7.8% | 8,868 | +15.6% | 0.12% | +15.0% |
Q2 2023 | $1,762,405 | +203.8% | 7,671 | +186.1% | 0.11% | +181.6% |
Q1 2023 | $580,183 | +3.0% | 2,681 | -4.6% | 0.04% | -5.0% |
Q4 2022 | $563,443 | +116796.9% | 2,810 | +13.8% | 0.04% | +5.3% |
Q3 2022 | $482 | -64.5% | 2,469 | -64.1% | 0.04% | -64.5% |
Q2 2022 | $1,356 | +43.9% | 6,880 | +81.2% | 0.11% | +67.2% |
Q1 2022 | $942 | +49.1% | 3,796 | +69.3% | 0.06% | +30.6% |
Q4 2021 | $632 | +70.4% | 2,242 | +69.5% | 0.05% | +36.1% |
Q3 2021 | $371 | +6.0% | 1,323 | +9.4% | 0.04% | -14.3% |
Q2 2021 | $350 | +4.5% | 1,209 | -1.0% | 0.04% | -19.2% |
Q1 2021 | $335 | +10.9% | 1,221 | +8.1% | 0.05% | -13.3% |
Q4 2020 | $302 | +25.8% | 1,129 | +1.1% | 0.06% | +5.3% |
Q3 2020 | $240 | -99.9% | 1,117 | -41.9% | 0.06% | -39.4% |
Q4 2019 | $382,000 | -1.8% | 1,921 | -10.2% | 0.09% | -5.1% |
Q3 2019 | $389,000 | -13.9% | 2,139 | -11.9% | 0.10% | -28.3% |
Q2 2019 | $452,000 | -12.4% | 2,429 | -15.5% | 0.14% | -27.0% |
Q1 2019 | $516,000 | +6.4% | 2,873 | -10.8% | 0.19% | -33.0% |
Q4 2018 | $485,000 | – | 3,222 | – | 0.28% | – |
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% |