VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 743 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 2.11 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,537,470 | +0.9% | 11,848 | +2.9% | 1.08% | +3.5% |
| Q2 2023 | $2,514,362 | +13.4% | 11,511 | +12.4% | 1.04% | +4.5% |
| Q1 2023 | $2,216,962 | +19.6% | 10,245 | +10.9% | 1.00% | +6.9% |
| Q4 2022 | $1,852,891 | -40.3% | 9,240 | -41.9% | 0.93% | -45.8% |
| Q3 2022 | $3,105,000 | +83.9% | 15,912 | +85.7% | 1.72% | +67.5% |
| Q2 2022 | $1,688,000 | -26.7% | 8,568 | -7.7% | 1.03% | -22.9% |
| Q1 2022 | $2,303,000 | -5.1% | 9,280 | +7.7% | 1.33% | -9.2% |
| Q4 2021 | $2,428,000 | -7.8% | 8,614 | -8.4% | 1.47% | -18.7% |
| Q3 2021 | $2,634,000 | -11.5% | 9,400 | -8.5% | 1.80% | -12.0% |
| Q2 2021 | $2,977,000 | +22.2% | 10,273 | +15.8% | 2.05% | -4.1% |
| Q1 2021 | $2,436,000 | +2.7% | 8,870 | +0.0% | 2.14% | -2.4% |
| Q4 2020 | $2,373,000 | – | 8,867 | – | 2.19% | – |
Download | ||||||
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% |