VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 770 filers reported holding VANGUARD INDEX FDS in Q2 2018. The put-call ratio across all filers is 2.56 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $435,430 | -12.7% | 2,091 | -7.7% | 0.02% | -11.1% |
| Q2 2023 | $498,663 | +13.1% | 2,265 | +8.3% | 0.02% | +5.9% |
| Q1 2023 | $441,034 | -9.3% | 2,091 | -12.4% | 0.02% | -15.0% |
| Q4 2022 | $486,463 | +82.2% | 2,387 | +68.1% | 0.02% | +66.7% |
| Q3 2022 | $267,000 | -35.2% | 1,420 | -32.1% | 0.01% | -33.3% |
| Q2 2022 | $412,000 | +43.6% | 2,092 | +73.3% | 0.02% | +63.6% |
| Q1 2022 | $287,000 | +27.6% | 1,207 | +36.8% | 0.01% | +37.5% |
| Q4 2021 | $225,000 | +7.7% | 882 | 0.0% | 0.01% | -11.1% |
| Q3 2021 | $209,000 | 0.0% | 882 | 0.0% | 0.01% | +12.5% |
| Q2 2021 | $209,000 | +11.2% | 882 | -23.3% | 0.01% | -20.0% |
| Q2 2020 | $188,000 | -13.4% | 1,150 | -30.3% | 0.01% | -28.6% |
| Q1 2020 | $217,000 | -51.7% | 1,650 | -34.4% | 0.01% | -44.0% |
| Q4 2019 | $449,000 | +32.8% | 2,517 | +24.8% | 0.02% | +31.6% |
| Q3 2019 | $338,000 | +22.5% | 2,017 | +22.2% | 0.02% | +18.8% |
| Q2 2019 | $276,000 | +4.2% | 1,650 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $265,000 | +0.8% | 1,650 | -13.2% | 0.02% | -11.1% |
| Q4 2018 | $263,000 | -16.2% | 1,900 | -0.6% | 0.02% | -5.3% |
| Q3 2018 | $314,000 | -3.4% | 1,912 | -7.1% | 0.02% | -13.6% |
| Q2 2018 | $325,000 | – | 2,059 | – | 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% |