VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 530 filers reported holding VANGUARD INDEX FDS in Q1 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 2024 | $255,678 | -17.2% | 1,022 | -13.8% | 0.10% | -18.2% |
| Q1 2024 | $308,830 | +9.0% | 1,185 | +1.1% | 0.12% | +1.7% |
| Q4 2023 | $283,374 | +13.1% | 1,172 | +0.2% | 0.12% | +0.8% |
| Q3 2023 | $250,539 | -18.2% | 1,170 | -12.2% | 0.12% | -15.1% |
| Q2 2023 | $306,357 | +9.1% | 1,333 | +2.7% | 0.14% | +2.2% |
| Q1 2023 | $280,932 | +6.1% | 1,298 | -1.7% | 0.14% | 0.0% |
| Q4 2022 | $264,713 | +2.6% | 1,320 | -0.2% | 0.14% | -5.6% |
| Q3 2022 | $258,000 | -0.8% | 1,323 | +0.2% | 0.14% | +4.3% |
| Q2 2022 | $260,000 | -21.2% | 1,321 | -0.8% | 0.14% | -8.6% |
| Q1 2022 | $330,000 | -12.0% | 1,331 | 0.0% | 0.15% | -7.4% |
| Q4 2021 | $375,000 | +2.2% | 1,331 | +1.7% | 0.16% | -8.4% |
| Q3 2021 | $367,000 | -2.1% | 1,309 | +1.2% | 0.18% | -1.7% |
| Q2 2021 | $375,000 | +5.9% | 1,294 | +0.5% | 0.18% | -1.1% |
| Q1 2021 | $354,000 | +13.5% | 1,288 | +10.5% | 0.18% | +11.6% |
| Q4 2020 | $312,000 | +28.9% | 1,166 | +3.3% | 0.16% | +17.1% |
| Q3 2020 | $242,000 | +11.5% | 1,129 | +3.8% | 0.14% | -0.7% |
| Q2 2020 | $217,000 | +5.9% | 1,088 | +5.0% | 0.14% | +22.6% |
| Q4 2019 | $205,000 | – | 1,036 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 96,232 | $19,208,000 | 21.84% |
| Radnor Financial Advisors, LLC | 146,624 | $29,266,000 | 17.53% |
| BALASA DINVERNO & FOLTZ LLC | 532,524 | $106,292,000 | 11.79% |
| Summit Financial Strategies, Inc. | 120,481 | $24,048,000 | 10.69% |
| CABANA LLC | 544,737 | $108,730,000 | 9.99% |
| BHK Investment Advisors, LLC | 75,875 | $15,145,000 | 8.95% |
| Foundations Investment Advisors, LLC | 462,492 | $93,206,000 | 8.25% |
| CHOREO, LLC | 361,514 | $72,158,000 | 6.98% |
| Mosaic Family Wealth, LLC | 81,771 | $16,322,000 | 6.75% |
| INSPIRION WEALTH ADVISORS, LLC | 79,457 | $15,860,000 | 6.23% |