VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,048 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.19 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,348,700 | +91.7% | 64,102 | +102.6% | 0.20% | +95.1% |
| Q2 2023 | $6,964,709 | +5.0% | 31,635 | +0.6% | 0.10% | -1.9% |
| Q1 2023 | $6,631,273 | -2.6% | 31,440 | -5.9% | 0.10% | -8.8% |
| Q4 2022 | $6,806,149 | -2.8% | 33,395 | -10.3% | 0.11% | -13.6% |
| Q3 2022 | $7,001,000 | +5.5% | 37,243 | +10.6% | 0.13% | +3.9% |
| Q2 2022 | $6,635,000 | -15.7% | 33,687 | +1.8% | 0.13% | -4.5% |
| Q1 2022 | $7,873,000 | -25.6% | 33,103 | -20.2% | 0.13% | -21.8% |
| Q4 2021 | $10,575,000 | +473.2% | 41,508 | +432.7% | 0.17% | +372.2% |
| Q3 2021 | $1,845,000 | +3.4% | 7,792 | +3.7% | 0.04% | +2.9% |
| Q2 2021 | $1,784,000 | +42.3% | 7,516 | +32.6% | 0.04% | +25.0% |
| Q1 2021 | $1,254,000 | -10.6% | 5,667 | -16.5% | 0.03% | -20.0% |
| Q4 2020 | $1,403,000 | +24.9% | 6,784 | +6.5% | 0.04% | +6.1% |
| Q3 2020 | $1,123,000 | +6.2% | 6,370 | -1.3% | 0.03% | 0.0% |
| Q2 2020 | $1,057,000 | -6.9% | 6,451 | -25.2% | 0.03% | -28.3% |
| Q1 2020 | $1,135,000 | +37.1% | 8,620 | +85.4% | 0.05% | +70.4% |
| Q4 2019 | $828,000 | +8.4% | 4,649 | +2.0% | 0.03% | -20.6% |
| Q3 2019 | $764,000 | +200.8% | 4,557 | +200.4% | 0.03% | +209.1% |
| Q2 2019 | $254,000 | -21.1% | 1,517 | -24.3% | 0.01% | -31.2% |
| Q1 2019 | $322,000 | -4.5% | 2,005 | -17.7% | 0.02% | -20.0% |
| Q4 2018 | $337,000 | +57.5% | 2,436 | +62.4% | 0.02% | +42.9% |
| Q2 2017 | $214,000 | -18.0% | 1,500 | -20.1% | 0.01% | -22.2% |
| Q1 2017 | $261,000 | -48.3% | 1,878 | -51.9% | 0.02% | -52.6% |
| Q3 2016 | $505,000 | -7.2% | 3,903 | -11.4% | 0.04% | -9.5% |
| Q2 2016 | $544,000 | +1.9% | 4,403 | 0.0% | 0.04% | +2.4% |
| Q1 2016 | $534,000 | +0.9% | 4,403 | 0.0% | 0.04% | +2.5% |
| Q4 2015 | $529,000 | -7.8% | 4,403 | -10.6% | 0.04% | -7.0% |
| Q3 2015 | $574,000 | -11.7% | 4,923 | -3.5% | 0.04% | 0.0% |
| Q2 2015 | $650,000 | -4.0% | 5,103 | 0.0% | 0.04% | -4.4% |
| Q1 2015 | $677,000 | +127.9% | 5,103 | +112.4% | 0.04% | +114.3% |
| Q4 2014 | $297,000 | – | 2,403 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fidato Wealth LLC | 100,238 | $19,754,000 | 25.80% |
| BCK Partners, Inc. | 112,539 | $22,167,000 | 15.51% |
| Divergent Planning, LLC | 104,832 | $20,649,000 | 14.84% |
| JMG Financial Group, Ltd. | 1,171,697 | $230,789,000 | 14.31% |
| TL Private Wealth | 116,040 | $23,062,000 | 13.44% |
| Northwest Quadrant Wealth Management, LLC | 206,103 | $41,192,000 | 12.76% |
| Lake Point Wealth Management | 112,787 | $22,216,000 | 12.62% |
| Axiom Financial Strategies, LLC | 118,989 | $23,437,000 | 12.33% |
| Larson Financial Group LLC | 353,148 | $69,560,000 | 12.03% |
| Riverpoint Wealth Management Holdings, LLC | 144,559 | $28,474,000 | 11.46% |