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 2023 | $1,240,531 | -6.8% | 5,792 | 0.0% | 0.56% | -4.9% |
| Q2 2023 | $1,330,654 | +3.0% | 5,792 | -3.0% | 0.59% | +7.1% |
| Q1 2023 | $1,291,968 | +3.7% | 5,970 | -3.9% | 0.55% | -0.2% |
| Q4 2022 | $1,245,353 | -0.9% | 6,210 | -3.6% | 0.55% | -8.8% |
| Q3 2022 | $1,257,000 | -1.6% | 6,440 | -0.6% | 0.60% | +3.1% |
| Q2 2022 | $1,277,000 | -24.1% | 6,479 | -4.5% | 0.59% | -15.5% |
| Q1 2022 | $1,683,000 | -11.9% | 6,784 | +0.1% | 0.70% | -5.7% |
| Q4 2021 | $1,910,000 | -1.5% | 6,779 | -2.1% | 0.74% | -6.6% |
| Q3 2021 | $1,940,000 | -20.8% | 6,924 | -18.1% | 0.79% | -21.5% |
| Q2 2021 | $2,450,000 | +6.5% | 8,456 | +0.9% | 1.00% | -1.6% |
| Q1 2021 | $2,301,000 | -21.6% | 8,377 | -23.6% | 1.02% | -25.5% |
| Q4 2020 | $2,934,000 | – | 10,962 | – | 1.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jentner Corp | 98,470 | $21,090,323 | 13.11% |
| BHK Investment Advisors, LLC | 95,046 | $20,356,945 | 9.36% |
| Bromfield Sneider Wealth Advisors | 57,033 | $12,215,282 | 9.20% |
| SWAN Capital LLC | 52,751 | $11,298,209 | 9.01% |
| Vawter Financial, Ltd. | 43,774 | $9,375,605 | 8.42% |
| Summit Financial Strategies, Inc. | 133,928 | $28,684,622 | 5.46% |
| Brickley Wealth Management | 94,657 | $20,273,601 | 5.41% |
| Fee-Only Financial Planning, L.C. | 31,174 | $6,676,847 | 5.38% |
| Jacobsen Capital Management | 45,583 | $9,763,001 | 5.30% |
| American Financial Advisors, LLC | 150,038 | $32,135,181 | 5.06% |