VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 50 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $44,114,360 | +13.6% | 189,625 | +1.7% | 1.23% | +7.9% |
| Q3 2023 | $38,825,723 | -40.5% | 186,447 | -37.1% | 1.14% | -35.6% |
| Q2 2023 | $65,229,225 | +4.4% | 296,281 | +0.0% | 1.76% | -0.6% |
| Q1 2023 | $62,489,268 | -2.5% | 296,270 | -5.8% | 1.78% | -6.5% |
| Q4 2022 | $64,107,009 | +10.0% | 314,543 | +1.4% | 1.90% | +3.8% |
| Q3 2022 | $58,287,000 | +16046.0% | 310,070 | +16825.2% | 1.83% | +16536.4% |
| Q2 2022 | $361,000 | -19.6% | 1,832 | -3.0% | 0.01% | -15.4% |
| Q1 2022 | $449,000 | -62.0% | 1,889 | -59.3% | 0.01% | -59.4% |
| Q4 2021 | $1,183,000 | +956.2% | 4,645 | +884.1% | 0.03% | +966.7% |
| Q3 2021 | $112,000 | 0.0% | 472 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $112,000 | -24.3% | 472 | -29.3% | 0.00% | -40.0% |
| Q1 2021 | $148,000 | +31.0% | 668 | +22.3% | 0.01% | +25.0% |
| Q4 2020 | $113,000 | -15.0% | 546 | -27.8% | 0.00% | -20.0% |
| Q3 2020 | $133,000 | +54.7% | 756 | +44.6% | 0.01% | +66.7% |
| Q2 2020 | $86,000 | -26.5% | 523 | -41.0% | 0.00% | -40.0% |
| Q1 2020 | $117,000 | -28.2% | 887 | -2.8% | 0.01% | -16.7% |
| Q4 2019 | $163,000 | +9.4% | 913 | +2.9% | 0.01% | 0.0% |
| Q3 2019 | $149,000 | -1.3% | 887 | -1.8% | 0.01% | -14.3% |
| Q2 2019 | $151,000 | -20.1% | 903 | -23.3% | 0.01% | -12.5% |
| Q1 2019 | $189,000 | -95.1% | 1,177 | -95.8% | 0.01% | -95.8% |
| Q4 2018 | $3,866,000 | +1347.9% | 27,980 | +1157.5% | 0.19% | +1180.0% |
| Q4 2015 | $267,000 | – | 2,225 | – | 0.02% | – |
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% |