VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 588 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.44 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $85,672 | -6.8% | 400 | 0.0% | 0.04% | -7.5% |
| Q2 2023 | $91,896 | +6.2% | 400 | 0.0% | 0.04% | -4.8% |
| Q1 2023 | $86,564 | +7.9% | 400 | 0.0% | 0.04% | -2.3% |
| Q4 2022 | $80,216 | -13.7% | 400 | -16.0% | 0.04% | -12.2% |
| Q3 2022 | $93,000 | -10.6% | 476 | -9.5% | 0.05% | -3.9% |
| Q2 2022 | $104,000 | +235.5% | 526 | +317.5% | 0.05% | +292.3% |
| Q1 2022 | $31,000 | -13.9% | 126 | 0.0% | 0.01% | -13.3% |
| Q4 2021 | $36,000 | +2.9% | 126 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $35,000 | -73.7% | 126 | -81.2% | 0.02% | -81.4% |
| Q4 2019 | $133,000 | – | 672 | – | 0.09% | – |
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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% |