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 | $581,644 | -6.5% | 2,716 | +0.3% | 0.09% | -6.1% |
| Q2 2023 | $622,261 | +5.7% | 2,709 | -0.4% | 0.10% | -1.0% |
| Q1 2023 | $588,954 | +2.5% | 2,721 | -5.1% | 0.10% | -3.8% |
| Q4 2022 | $574,829 | -37.7% | 2,866 | -39.3% | 0.10% | -36.2% |
| Q3 2022 | $922,000 | +23.3% | 4,725 | +24.4% | 0.16% | +19.9% |
| Q2 2022 | $748,000 | -10.1% | 3,797 | +0.7% | 0.14% | -13.9% |
| Q1 2022 | $832,000 | +38.7% | 3,769 | +77.1% | 0.16% | +17.0% |
| Q4 2021 | $600,000 | +6.6% | 2,128 | +5.9% | 0.14% | -10.6% |
| Q3 2021 | $563,000 | +2.7% | 2,010 | +6.2% | 0.15% | -11.2% |
| Q2 2021 | $548,000 | +30.2% | 1,892 | +28.2% | 0.17% | -2.9% |
| Q1 2021 | $421,000 | +77.6% | 1,476 | +67.0% | 0.18% | +62.0% |
| Q4 2020 | $237,000 | -3.3% | 884 | -42.0% | 0.11% | -42.6% |
| Q4 2017 | $245,000 | +15.0% | 1,524 | +9.3% | 0.19% | +0.5% |
| Q3 2017 | $213,000 | – | 1,394 | – | 0.19% | – |
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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% |