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 | $1,457,738 | -6.8% | 6,806 | 0.0% | 0.33% | -4.6% |
| Q2 2023 | $1,563,615 | +6.0% | 6,806 | -0.1% | 0.35% | +0.9% |
| Q1 2023 | $1,475,026 | +8.9% | 6,816 | 0.0% | 0.35% | -27.0% |
| Q4 2022 | $1,354,769 | +0.7% | 6,816 | -1.1% | 0.47% | -10.2% |
| Q3 2022 | $1,345,000 | -14.3% | 6,895 | -1.1% | 0.53% | -0.8% |
| Q2 2022 | $1,570,000 | -17.6% | 6,972 | -9.2% | 0.53% | -6.8% |
| Q1 2022 | $1,906,000 | -13.2% | 7,682 | -1.5% | 0.57% | -11.9% |
| Q4 2021 | $2,197,000 | -6.3% | 7,797 | +0.9% | 0.65% | -7.4% |
| Q3 2021 | $2,345,000 | +5.4% | 7,725 | -0.8% | 0.70% | +0.3% |
| Q2 2021 | $2,225,000 | -1.8% | 7,788 | -2.1% | 0.70% | -2.6% |
| Q1 2021 | $2,265,000 | +5.4% | 7,956 | -0.9% | 0.72% | -11.8% |
| Q4 2020 | $2,149,000 | – | 8,027 | – | 0.81% | – |
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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% |