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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,999,997 | +187.6% | 8,060 | +132.4% | 1.18% | +150.7% |
| Q4 2022 | $695,479 | -2.3% | 3,468 | -4.9% | 0.47% | +7.3% |
| Q3 2022 | $712,000 | -1.8% | 3,648 | -0.9% | 0.44% | +8.4% |
| Q2 2022 | $725,000 | -63.8% | 3,682 | -54.3% | 0.40% | -53.1% |
| Q1 2022 | $2,000,000 | +4.2% | 8,060 | +18.4% | 0.86% | +4.0% |
| Q4 2021 | $1,919,000 | +4.9% | 6,809 | +4.3% | 0.83% | -20.7% |
| Q3 2021 | $1,829,000 | +0.1% | 6,528 | +4.0% | 1.05% | +4.0% |
| Q2 2021 | $1,828,000 | +10.8% | 6,278 | +4.5% | 1.01% | -1.8% |
| Q1 2021 | $1,650,000 | +2744.8% | 6,007 | +2694.0% | 1.02% | +2128.3% |
| Q4 2020 | $58,000 | – | 215 | – | 0.05% | – |
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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% |