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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $344,797 | -6.6% | 1,610 | +0.1% | 0.16% | -1.9% |
| Q2 2023 | $369,359 | +6.3% | 1,608 | +0.2% | 0.16% | +6.6% |
| Q1 2023 | $347,412 | +8.1% | 1,605 | +0.1% | 0.15% | +11.9% |
| Q4 2022 | $321,490 | +3.0% | 1,603 | +0.2% | 0.14% | -4.3% |
| Q3 2022 | $312,000 | -1.0% | 1,600 | +0.2% | 0.14% | +4.4% |
| Q2 2022 | $315,000 | -20.3% | 1,597 | +0.1% | 0.14% | -26.6% |
| Q1 2022 | $395,000 | -12.2% | 1,595 | 0.0% | 0.18% | -15.2% |
| Q4 2021 | $450,000 | +0.2% | 1,595 | -0.5% | 0.22% | -7.3% |
| Q3 2021 | $449,000 | -3.2% | 1,603 | +0.1% | 0.23% | -7.5% |
| Q2 2021 | $464,000 | +5.9% | 1,602 | +0.3% | 0.25% | -2.7% |
| Q1 2021 | $438,000 | +2.6% | 1,597 | +0.1% | 0.26% | -8.5% |
| Q4 2020 | $427,000 | +24.9% | 1,596 | +0.3% | 0.28% | +6.0% |
| Q3 2020 | $342,000 | – | 1,591 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 117,818 | $17,708,000 | 23.18% |
| Radnor Financial Advisors, LLC | 125,322 | $18,835,000 | 16.01% |
| DWM Financial Group, Inc. | 32,814 | $4,932,000 | 10.84% |
| BALASA DINVERNO & FOLTZ LLC | 544,919 | $81,901,000 | 10.30% |
| Summit Financial Strategies, Inc. | 119,655 | $17,984,000 | 9.75% |
| BHK Investment Advisors, LLC | 73,738 | $11,083,000 | 7.89% |
| Mosaic Family Wealth, LLC | 84,664 | $12,725,000 | 6.45% |
| CHOREO, LLC | 332,173 | $49,926,000 | 6.14% |
| INSPIRION WEALTH ADVISORS, LLC | 79,427 | $11,938,000 | 5.89% |
| Bishop & Co Investment Management, LLC | 42,325 | $8,410,000 | 5.63% |