VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,260 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $219 | -9.5% | 1,054 | -4.3% | 0.01% | -7.1% |
| Q2 2023 | $242 | +4.3% | 1,101 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $232 | +3.6% | 1,101 | 0.0% | 0.01% | +7.7% |
| Q4 2022 | $224 | -99.9% | 1,101 | 0.0% | 0.01% | -7.1% |
| Q3 2022 | $207,000 | -4.6% | 1,101 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $217,000 | -17.2% | 1,101 | 0.0% | 0.01% | -6.7% |
| Q1 2022 | $262,000 | +8.3% | 1,101 | +15.8% | 0.02% | +15.4% |
| Q4 2021 | $242,000 | +7.6% | 951 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $225,000 | -0.4% | 951 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $226,000 | +7.6% | 951 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $210,000 | -24.5% | 951 | -39.0% | 0.01% | -38.1% |
| Q4 2019 | $278,000 | +3.7% | 1,558 | -2.5% | 0.02% | -4.5% |
| Q3 2019 | $268,000 | +1.1% | 1,598 | +0.7% | 0.02% | +4.8% |
| Q2 2019 | $265,000 | +5.2% | 1,587 | +1.1% | 0.02% | 0.0% |
| Q1 2019 | $252,000 | +12.5% | 1,569 | -3.3% | 0.02% | -4.5% |
| Q4 2018 | $224,000 | -16.1% | 1,623 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $267,000 | +1.1% | 1,623 | -3.0% | 0.02% | -4.3% |
| Q2 2018 | $264,000 | -36.1% | 1,673 | -37.5% | 0.02% | -36.1% |
| Q1 2018 | $413,000 | -12.5% | 2,678 | -12.2% | 0.04% | -10.0% |
| Q4 2017 | $472,000 | +5.1% | 3,051 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $449,000 | -8.7% | 3,051 | -11.6% | 0.04% | -13.0% |
| Q2 2017 | $492,000 | -18.1% | 3,453 | -19.9% | 0.05% | -19.3% |
| Q1 2017 | $601,000 | -1.0% | 4,313 | -6.5% | 0.06% | -6.6% |
| Q4 2016 | $607,000 | -20.8% | 4,613 | -22.0% | 0.06% | -21.8% |
| Q3 2016 | $766,000 | -3.9% | 5,917 | -8.2% | 0.08% | -8.2% |
| Q2 2016 | $797,000 | -2.9% | 6,445 | -4.8% | 0.08% | -6.6% |
| Q1 2016 | $821,000 | -1.7% | 6,769 | -2.6% | 0.09% | -5.2% |
| Q4 2015 | $835,000 | – | 6,950 | – | 0.10% | – |
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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% |