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 | $978 | +46.2% | 4,559 | +55.3% | 0.00% | 0.0% |
| Q2 2023 | $669 | +55.9% | 2,935 | +45.0% | 0.00% | +100.0% |
| Q1 2023 | $429 | -5.5% | 2,024 | -10.6% | 0.00% | 0.0% |
| Q4 2022 | $454 | -99.9% | 2,263 | +42.1% | 0.00% | 0.0% |
| Q3 2022 | $313,000 | -26.4% | 1,593 | -26.1% | 0.00% | 0.0% |
| Q2 2022 | $425,000 | -2.3% | 2,156 | +22.9% | 0.00% | 0.0% |
| Q1 2022 | $435,000 | -38.1% | 1,754 | -27.7% | 0.00% | 0.0% |
| Q4 2021 | $703,000 | +40.3% | 2,426 | +35.7% | 0.00% | 0.0% |
| Q3 2021 | $501,000 | -28.7% | 1,788 | -26.3% | 0.00% | 0.0% |
| Q2 2021 | $703,000 | -7.9% | 2,426 | -12.7% | 0.00% | -50.0% |
| Q1 2021 | $763,000 | +35.8% | 2,779 | +32.4% | 0.00% | +100.0% |
| Q4 2020 | $562,000 | +38.1% | 2,099 | +10.7% | 0.00% | 0.0% |
| Q3 2020 | $407,000 | +30.9% | 1,896 | -8.2% | 0.00% | 0.0% |
| Q2 2020 | $311,000 | 0.0% | 2,066 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $311,000 | -70.5% | 2,066 | -61.0% | 0.00% | -66.7% |
| Q4 2019 | $1,053,000 | +85.4% | 5,297 | +69.7% | 0.00% | +50.0% |
| Q3 2019 | $568,000 | +2889.5% | 3,122 | +2417.7% | 0.00% | – |
| Q3 2017 | $19,000 | -55.8% | 124 | -63.6% | 0.00% | – |
| Q4 2014 | $43,000 | +4.9% | 341 | 0.0% | 0.00% | – |
| Q3 2014 | $41,000 | – | 341 | – | 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% |