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 | $1,380,530 | -8.7% | 6,446 | -2.1% | 0.77% | -7.7% |
| Q2 2023 | $1,512,550 | +7.2% | 6,584 | +1.0% | 0.83% | +44.4% |
| Q1 2023 | $1,410,473 | +4.6% | 6,518 | -3.1% | 0.58% | -10.7% |
| Q4 2022 | $1,348,938 | -5.9% | 6,727 | -2.2% | 0.65% | -15.7% |
| Q3 2022 | $1,434,000 | +2.9% | 6,875 | +0.1% | 0.77% | -4.2% |
| Q2 2022 | $1,393,000 | -23.1% | 6,870 | -4.8% | 0.80% | -14.5% |
| Q1 2022 | $1,811,000 | -9.0% | 7,214 | +2.1% | 0.94% | -4.1% |
| Q4 2021 | $1,991,000 | +20.6% | 7,065 | +19.9% | 0.98% | -8.5% |
| Q3 2021 | $1,651,000 | +2.9% | 5,893 | +6.5% | 1.07% | +0.4% |
| Q2 2021 | $1,604,000 | +14.3% | 5,535 | +8.4% | 1.06% | -6.5% |
| Q1 2021 | $1,403,000 | +16.1% | 5,108 | +13.2% | 1.14% | +1.1% |
| Q4 2020 | $1,208,000 | – | 4,513 | – | 1.12% | – |
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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% |