VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,210 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.39 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $249,306 | +7.6% | 1,182 | +4.0% | 0.03% | +10.0% |
Q4 2022 | $231,731 | -6.9% | 1,137 | +16.1% | 0.03% | +15.4% |
Q4 2021 | $249,000 | +8.7% | 979 | +1.0% | 0.03% | +4.0% |
Q3 2021 | $229,000 | -0.4% | 969 | 0.0% | 0.02% | -3.8% |
Q2 2021 | $230,000 | -40.4% | 969 | -44.4% | 0.03% | -48.0% |
Q1 2021 | $386,000 | -68.0% | 1,743 | -70.2% | 0.05% | -70.4% |
Q4 2020 | $1,208,000 | +14.9% | 5,842 | -2.0% | 0.17% | -5.1% |
Q3 2020 | $1,051,000 | +0.6% | 5,962 | -6.4% | 0.18% | -7.8% |
Q2 2020 | $1,045,000 | +100.2% | 6,373 | +89.1% | 0.19% | +63.6% |
Q4 2017 | $522,000 | +8.8% | 3,370 | 0.0% | 0.12% | -16.3% |
Q2 2017 | $480,000 | +2.3% | 3,370 | 0.0% | 0.14% | 0.0% |
Q1 2017 | $469,000 | +5.6% | 3,370 | 0.0% | 0.14% | +1.4% |
Q4 2016 | $444,000 | +1.8% | 3,370 | 0.0% | 0.14% | +1.5% |
Q3 2016 | $436,000 | +4.6% | 3,370 | 0.0% | 0.14% | +3.0% |
Q2 2016 | $417,000 | +2.0% | 3,370 | 0.0% | 0.13% | +3.9% |
Q1 2016 | $409,000 | +1.0% | 3,370 | 0.0% | 0.13% | +8.5% |
Q4 2015 | $405,000 | +3.1% | 3,370 | 0.0% | 0.12% | +2.6% |
Q3 2015 | $393,000 | -5.3% | 3,370 | +3.5% | 0.12% | +1.8% |
Q2 2015 | $415,000 | -7.2% | 3,257 | -3.4% | 0.11% | -0.9% |
Q1 2015 | $447,000 | – | 3,370 | – | 0.11% | – |
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% |