VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 625 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $1,077,415 | -3.7% | 4,690 | -9.3% | 0.21% | -7.5% |
Q1 2023 | $1,118,942 | -22.1% | 5,170 | -27.9% | 0.23% | -26.0% |
Q4 2022 | $1,437,119 | -19.0% | 7,166 | -21.2% | 0.31% | -25.8% |
Q3 2022 | $1,775,000 | -3.7% | 9,096 | -2.8% | 0.42% | +10.4% |
Q2 2022 | $1,844,000 | -33.0% | 9,357 | -15.7% | 0.38% | -18.3% |
Q1 2022 | $2,753,000 | -29.8% | 11,095 | -20.3% | 0.46% | -26.6% |
Q4 2021 | $3,924,000 | +50.9% | 13,926 | +43.3% | 0.63% | +14.4% |
Q4 2020 | $2,601,000 | +912.1% | 9,719 | +711.3% | 0.55% | +380.7% |
Q3 2020 | $257,000 | +7.5% | 1,198 | 0.0% | 0.11% | -8.8% |
Q2 2020 | $239,000 | -37.8% | 1,198 | -38.0% | 0.12% | -48.6% |
Q4 2019 | $384,000 | – | 1,932 | – | 0.24% | – |
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% |