VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,249,440 | -8.6% | 6,000 | 0.0% | 0.62% | -2.3% |
| Q2 2023 | $1,367,520 | +8.1% | 6,000 | 0.0% | 0.64% | -0.3% |
| Q1 2023 | $1,265,520 | +3.5% | 6,000 | 0.0% | 0.64% | +1.3% |
| Q4 2022 | $1,222,860 | +8.4% | 6,000 | 0.0% | 0.63% | +0.5% |
| Q3 2022 | $1,128,000 | -4.6% | 6,000 | 0.0% | 0.63% | -0.6% |
| Q2 2022 | $1,182,000 | -17.2% | 6,000 | 0.0% | 0.63% | -6.1% |
| Q1 2022 | $1,427,000 | -6.7% | 6,000 | 0.0% | 0.68% | -7.4% |
| Q4 2021 | $1,529,000 | +1.0% | 6,000 | 0.0% | 0.73% | +1.2% |
| Q3 2021 | $1,514,000 | +6.3% | 6,000 | 0.0% | 0.72% | +0.3% |
| Q2 2021 | $1,424,000 | +7.2% | 6,000 | 0.0% | 0.72% | +1.6% |
| Q1 2021 | $1,328,000 | +7.5% | 6,000 | 0.0% | 0.71% | -4.7% |
| Q4 2020 | $1,235,000 | -37.7% | 6,000 | -46.7% | 0.74% | -42.9% |
| Q3 2020 | $1,983,000 | +1.1% | 11,250 | 0.0% | 1.30% | +0.2% |
| Q2 2020 | $1,961,000 | +32.4% | 11,250 | 0.0% | 1.30% | +7.3% |
| Q1 2020 | $1,481,000 | -26.0% | 11,250 | 0.0% | 1.21% | -7.9% |
| Q4 2019 | $2,000,000 | +6.0% | 11,250 | 0.0% | 1.31% | -0.9% |
| Q3 2019 | $1,886,000 | +0.3% | 11,250 | 0.0% | 1.32% | +0.8% |
| Q2 2019 | $1,881,000 | +0.3% | 11,250 | 0.0% | 1.31% | +2.0% |
| Q1 2019 | $1,876,000 | +20.6% | 11,250 | 0.0% | 1.29% | +6.9% |
| Q4 2018 | $1,555,000 | -15.8% | 11,250 | 0.0% | 1.20% | -3.4% |
| Q3 2018 | $1,847,000 | +4.2% | 11,250 | 0.0% | 1.25% | -0.4% |
| Q2 2018 | $1,773,000 | +2.4% | 11,250 | 0.0% | 1.25% | +1.5% |
| Q1 2018 | $1,731,000 | +65.6% | 11,250 | +66.7% | 1.23% | +62.3% |
| Q4 2017 | $1,045,000 | – | 6,750 | – | 0.76% | – |
Download | ||||||
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% |