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 2022 | $353,000 | +45.3% | 1,808 | +46.9% | 0.05% | -10.9% |
| Q2 2022 | $243,000 | -20.3% | 1,231 | 0.0% | 0.06% | +52.8% |
| Q1 2022 | $305,000 | -12.4% | 1,231 | -0.3% | 0.04% | -14.3% |
| Q4 2021 | $348,000 | +0.6% | 1,235 | 0.0% | 0.04% | -8.7% |
| Q3 2021 | $346,000 | -3.4% | 1,235 | 0.0% | 0.05% | -41.8% |
| Q2 2021 | $358,000 | +5.9% | 1,235 | +0.3% | 0.08% | -3.7% |
| Q1 2021 | $338,000 | +2.1% | 1,231 | -0.3% | 0.08% | -4.7% |
| Q4 2020 | $331,000 | +24.9% | 1,235 | +0.3% | 0.09% | +3.6% |
| Q3 2020 | $265,000 | +7.3% | 1,231 | -0.3% | 0.08% | -3.5% |
| Q2 2020 | $247,000 | +0.8% | 1,235 | +0.3% | 0.09% | -3.4% |
| Q4 2019 | $245,000 | – | 1,231 | – | 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% |