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 | $7,337,806 | -4.1% | 34,260 | -3.1% | 0.04% | -2.3% |
| Q2 2023 | $7,650,958 | 0.0% | 35,354 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $7,650,958 | +5.9% | 35,354 | -1.9% | 0.04% | +2.4% |
| Q4 2022 | $7,226,859 | -1.4% | 36,037 | -4.1% | 0.04% | -8.7% |
| Q3 2022 | $7,331,000 | +0.1% | 37,575 | +1.1% | 0.05% | +7.0% |
| Q2 2022 | $7,325,000 | -24.4% | 37,180 | -4.8% | 0.04% | -10.4% |
| Q1 2022 | $9,688,000 | -14.9% | 39,048 | -3.4% | 0.05% | -11.1% |
| Q4 2021 | $11,384,000 | -3.9% | 40,402 | -4.4% | 0.05% | -11.5% |
| Q3 2021 | $11,844,000 | -4.8% | 42,278 | -1.5% | 0.06% | -4.7% |
| Q2 2021 | $12,440,000 | +2.4% | 42,932 | -2.9% | 0.06% | -1.5% |
| Q1 2021 | $12,143,000 | +4.6% | 44,216 | +2.0% | 0.06% | +1.6% |
| Q4 2020 | $11,607,000 | +27.6% | 43,369 | +2.5% | 0.06% | +16.4% |
| Q3 2020 | $9,097,000 | +5.1% | 42,329 | -2.4% | 0.06% | +3.8% |
| Q2 2020 | $8,653,000 | -11.1% | 43,357 | -11.5% | 0.05% | +20.5% |
| Q1 2020 | $9,730,000 | 0.0% | 48,973 | 0.0% | 0.04% | 0.0% |
| Q4 2019 | $9,730,000 | +83.9% | 48,973 | +68.5% | 0.04% | +83.3% |
| Q3 2019 | $5,291,000 | +1.1% | 29,068 | +3.4% | 0.02% | +4.3% |
| Q2 2019 | $5,235,000 | +13.3% | 28,122 | +9.3% | 0.02% | +9.5% |
| Q1 2019 | $4,621,000 | +8.4% | 25,718 | -9.1% | 0.02% | 0.0% |
| Q4 2018 | $4,262,000 | +444.3% | 28,308 | +481.0% | 0.02% | +600.0% |
| Q1 2018 | $783,000 | 0.0% | 4,872 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $783,000 | +8.6% | 4,872 | +3.0% | 0.00% | 0.0% |
| Q3 2017 | $721,000 | +14.6% | 4,731 | +5.6% | 0.00% | 0.0% |
| Q2 2017 | $629,000 | 0.0% | 4,481 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $629,000 | +6.1% | 4,481 | +0.4% | 0.00% | 0.0% |
| Q4 2016 | $593,000 | +5.3% | 4,461 | +4.3% | 0.00% | 0.0% |
| Q3 2016 | $563,000 | +20.6% | 4,279 | +13.2% | 0.00% | 0.0% |
| Q2 2016 | $467,000 | +4.0% | 3,781 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $449,000 | -2.0% | 3,781 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $458,000 | +2.9% | 3,781 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $445,000 | +2.5% | 3,781 | +16.6% | 0.00% | 0.0% |
| Q2 2015 | $434,000 | +2.1% | 3,243 | +0.2% | 0.00% | 0.0% |
| Q1 2015 | $425,000 | +0.5% | 3,235 | -3.8% | 0.00% | 0.0% |
| Q4 2014 | $423,000 | +23.3% | 3,364 | +17.7% | 0.00% | 0.0% |
| Q3 2014 | $343,000 | -7.3% | 2,858 | -1.8% | 0.00% | 0.0% |
| Q2 2014 | $370,000 | +1.6% | 2,911 | -1.1% | 0.00% | 0.0% |
| Q1 2014 | $364,000 | +8.7% | 2,943 | +7.1% | 0.00% | 0.0% |
| Q4 2013 | $335,000 | +19.6% | 2,748 | +11.7% | 0.00% | 0.0% |
| Q3 2013 | $280,000 | +16.7% | 2,460 | +5.5% | 0.00% | 0.0% |
| Q2 2013 | $240,000 | – | 2,332 | – | 0.00% | – |
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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% |