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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $209,523 | -0.8% | 912 | -13.4% | 0.00% | 0.0% |
| Q4 2022 | $211,169 | +2.5% | 1,053 | -0.4% | 0.00% | 0.0% |
| Q3 2022 | $206,000 | +2.0% | 1,057 | +2.9% | 0.00% | 0.0% |
| Q2 2022 | $202,000 | -12.9% | 1,027 | +9.6% | 0.00% | 0.0% |
| Q1 2022 | $232,000 | +12.1% | 937 | +27.5% | 0.00% | +33.3% |
| Q4 2021 | $207,000 | +0.5% | 735 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $206,000 | -3.3% | 735 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $213,000 | -15.1% | 735 | -19.7% | 0.00% | -20.0% |
| Q1 2021 | $251,000 | +2.4% | 915 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $245,000 | -2.4% | 915 | -27.7% | 0.01% | -16.7% |
| Q4 2019 | $251,000 | +9.1% | 1,265 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $230,000 | -13.2% | 1,265 | -11.2% | 0.01% | -14.3% |
| Q2 2019 | $265,000 | +132.5% | 1,425 | +82.9% | 0.01% | +133.3% |
| Q2 2017 | $114,000 | – | 779 | – | 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% |