VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 881 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.17 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $525,741 | +1.9% | 2,455 | +9.3% | 0.05% | -16.9% |
| Q2 2023 | $516,123 | +17.9% | 2,247 | +11.1% | 0.06% | -11.0% |
| Q1 2023 | $437,892 | +15.5% | 2,023 | +7.0% | 0.07% | +5.8% |
| Q4 2022 | $379,287 | +6.8% | 1,891 | +4.0% | 0.07% | -20.7% |
| Q3 2022 | $355,000 | -23.0% | 1,819 | -22.3% | 0.09% | -13.9% |
| Q2 2022 | $461,000 | +121.6% | 2,340 | +178.9% | 0.10% | +134.9% |
| Q1 2022 | $208,000 | -8.8% | 839 | +3.7% | 0.04% | -12.2% |
| Q4 2021 | $228,000 | -5.0% | 809 | -5.5% | 0.05% | -19.7% |
| Q3 2021 | $240,000 | +5.7% | 856 | +9.0% | 0.06% | -1.6% |
| Q2 2021 | $227,000 | -3.8% | 785 | -8.6% | 0.06% | -41.0% |
| Q1 2021 | $236,000 | +74.8% | 859 | +27.3% | 0.10% | +45.8% |
| Q2 2020 | $135,000 | +33.7% | 675 | 0.0% | 0.07% | +7.5% |
| Q1 2020 | $101,000 | -28.9% | 675 | -5.6% | 0.07% | -23.0% |
| Q4 2019 | $142,000 | – | 715 | – | 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% |