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 | $977,123 | +12.9% | 4,562 | +21.1% | 0.42% | +12.3% |
| Q2 2023 | $865,457 | +12.1% | 3,767 | +5.6% | 0.37% | +1.4% |
| Q1 2023 | $771,950 | +13.1% | 3,567 | +4.9% | 0.37% | +6.1% |
| Q4 2022 | $682,246 | -0.1% | 3,402 | -2.8% | 0.35% | -8.7% |
| Q3 2022 | $683,000 | -5.4% | 3,499 | -4.5% | 0.38% | +1.9% |
| Q2 2022 | $722,000 | -8.0% | 3,664 | +15.8% | 0.37% | +1.4% |
| Q1 2022 | $785,000 | -0.6% | 3,164 | +12.9% | 0.37% | +0.5% |
| Q4 2021 | $790,000 | +12.4% | 2,803 | +11.7% | 0.37% | +2.5% |
| Q3 2021 | $703,000 | +1.2% | 2,510 | +4.7% | 0.36% | -8.5% |
| Q2 2021 | $695,000 | +5.8% | 2,397 | +0.2% | 0.39% | -4.6% |
| Q1 2021 | $657,000 | +2.7% | 2,392 | 0.0% | 0.41% | -9.5% |
| Q4 2020 | $640,000 | +30.1% | 2,392 | +4.6% | 0.45% | +8.1% |
| Q3 2020 | $492,000 | +21.5% | 2,287 | +12.7% | 0.42% | +9.7% |
| Q2 2020 | $405,000 | -17.7% | 2,030 | -37.9% | 0.38% | -32.7% |
| Q1 2020 | $492,000 | -14.0% | 3,271 | +13.7% | 0.57% | +9.7% |
| Q4 2019 | $572,000 | +35.2% | 2,877 | +24.0% | 0.52% | +15.2% |
| Q3 2019 | $423,000 | +16.2% | 2,321 | +18.8% | 0.45% | +14.3% |
| Q2 2019 | $364,000 | – | 1,953 | – | 0.39% | – |
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% |