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 | $814,918 | -9.8% | 3,805 | -3.3% | 0.02% | -6.2% |
| Q2 2023 | $903,758 | +7.3% | 3,934 | +1.0% | 0.02% | -5.9% |
| Q1 2023 | $842,663 | +1.4% | 3,894 | -6.0% | 0.02% | -5.6% |
| Q4 2022 | $830,803 | +3.1% | 4,143 | +0.3% | 0.02% | -5.3% |
| Q3 2022 | $806,000 | +3.5% | 4,132 | +4.6% | 0.02% | +11.8% |
| Q2 2022 | $779,000 | -58.4% | 3,952 | -47.7% | 0.02% | -48.5% |
| Q1 2022 | $1,874,000 | -3.6% | 7,553 | +9.5% | 0.03% | -2.9% |
| Q4 2021 | $1,944,000 | +4.7% | 6,898 | +4.1% | 0.03% | 0.0% |
| Q3 2021 | $1,856,000 | -1.2% | 6,626 | +2.3% | 0.03% | 0.0% |
| Q2 2021 | $1,878,000 | +6.3% | 6,480 | +0.7% | 0.03% | 0.0% |
| Q1 2021 | $1,767,000 | +12.0% | 6,435 | +9.2% | 0.03% | +6.2% |
| Q4 2020 | $1,578,000 | +27.8% | 5,895 | +2.6% | 0.03% | +10.3% |
| Q3 2020 | $1,235,000 | +41.6% | 5,745 | +31.5% | 0.03% | +31.8% |
| Q2 2020 | $872,000 | – | 4,370 | – | 0.02% | – |
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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% |