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 | $26,446,114 | -17.5% | 123,471 | -11.5% | 0.04% | -15.9% |
| Q2 2023 | $32,070,380 | +41.7% | 139,541 | +33.5% | 0.04% | +37.5% |
| Q1 2023 | $22,636,467 | -9.2% | 104,549 | -15.9% | 0.03% | -13.5% |
| Q4 2022 | $24,941,119 | +3.3% | 124,331 | +0.5% | 0.04% | -7.5% |
| Q3 2022 | $24,148,000 | -0.3% | 123,723 | +0.7% | 0.04% | +5.3% |
| Q2 2022 | $24,214,000 | -29.0% | 122,888 | -10.6% | 0.04% | -19.1% |
| Q1 2022 | $34,118,000 | +2.4% | 137,498 | +16.3% | 0.05% | +6.8% |
| Q4 2021 | $33,320,000 | +8.2% | 118,241 | +7.6% | 0.04% | -2.2% |
| Q3 2021 | $30,795,000 | -1.9% | 109,912 | +1.5% | 0.04% | -4.3% |
| Q2 2021 | $31,380,000 | +3.9% | 108,280 | -1.5% | 0.05% | -6.0% |
| Q1 2021 | $30,188,000 | +0.5% | 109,913 | -2.1% | 0.05% | -7.4% |
| Q4 2020 | $30,048,000 | +35.4% | 112,257 | +8.7% | 0.05% | +17.4% |
| Q3 2020 | $22,187,000 | +14.1% | 103,226 | +5.9% | 0.05% | +2.2% |
| Q2 2020 | $19,449,000 | +26.6% | 97,433 | -4.6% | 0.04% | +7.1% |
| Q1 2020 | $15,362,000 | -29.5% | 102,116 | -6.8% | 0.04% | -6.7% |
| Q4 2019 | $21,803,000 | +11.6% | 109,605 | +2.2% | 0.04% | -10.0% |
| Q3 2019 | $19,528,000 | -6.1% | 107,219 | -4.1% | 0.05% | -7.4% |
| Q2 2019 | $20,801,000 | +8.8% | 111,751 | +5.1% | 0.05% | 0.0% |
| Q1 2019 | $19,111,000 | +30.4% | 106,347 | +9.4% | 0.05% | +14.9% |
| Q4 2018 | $14,651,000 | -10.3% | 97,202 | +11.4% | 0.05% | 0.0% |
| Q3 2018 | $16,331,000 | +31.0% | 87,265 | +23.2% | 0.05% | +23.7% |
| Q2 2018 | $12,464,000 | -36.4% | 70,835 | -40.9% | 0.04% | -38.7% |
| Q1 2018 | $19,593,000 | +0.8% | 119,847 | -0.8% | 0.06% | 0.0% |
| Q4 2017 | $19,429,000 | +5.1% | 120,755 | -0.3% | 0.06% | -3.1% |
| Q3 2017 | $18,490,000 | +5.3% | 121,066 | +0.3% | 0.06% | -1.5% |
| Q2 2017 | $17,567,000 | +8.6% | 120,739 | +5.2% | 0.06% | +3.2% |
| Q1 2017 | $16,170,000 | -10.2% | 114,769 | -15.2% | 0.06% | -17.1% |
| Q4 2016 | $18,001,000 | -10.3% | 135,301 | -11.1% | 0.08% | -15.6% |
| Q3 2016 | $20,058,000 | +52.7% | 152,246 | +43.6% | 0.09% | +47.5% |
| Q2 2016 | $13,133,000 | +64.6% | 105,985 | +58.1% | 0.06% | +41.9% |
| Q1 2016 | $7,977,000 | -5.8% | 67,032 | -3.9% | 0.04% | -2.3% |
| Q4 2015 | $8,470,000 | +6.3% | 69,740 | +3.1% | 0.04% | -2.2% |
| Q3 2015 | $7,968,000 | -49.2% | 67,662 | -42.0% | 0.04% | +9.8% |
| Q2 2015 | $15,670,000 | +138.5% | 116,716 | +134.2% | 0.04% | +13.9% |
| Q1 2015 | $6,569,000 | +52.9% | 49,835 | +46.2% | 0.04% | +50.0% |
| Q4 2014 | $4,295,000 | +197.6% | 34,091 | +184.3% | 0.02% | +84.6% |
| Q3 2014 | $1,443,000 | +20.6% | 11,991 | +27.7% | 0.01% | +18.2% |
| Q2 2014 | $1,197,000 | +15.4% | 9,393 | +12.6% | 0.01% | +10.0% |
| Q1 2014 | $1,037,000 | – | 8,344 | – | 0.01% | – |
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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% |