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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,468,369 | -7.5% | 59,875 | -2.2% | 1.10% | -6.6% |
| Q2 2023 | $13,477,314 | +4.4% | 61,216 | +0.0% | 1.17% | -1.3% |
| Q1 2023 | $12,911,256 | +1.3% | 61,214 | -2.1% | 1.19% | +1.0% |
| Q4 2022 | $12,749,130 | +7.9% | 62,554 | -0.5% | 1.18% | -3.8% |
| Q3 2022 | $11,812,000 | +0.3% | 62,839 | +5.1% | 1.22% | -27.6% |
| Q2 2022 | $11,774,000 | -18.1% | 59,780 | -1.1% | 1.69% | -5.6% |
| Q1 2022 | $14,382,000 | -7.4% | 60,470 | -0.9% | 1.79% | -7.5% |
| Q4 2021 | $15,539,000 | +12.8% | 60,992 | +4.9% | 1.94% | +0.8% |
| Q3 2021 | $13,771,000 | +3.9% | 58,163 | +4.1% | 1.92% | -0.2% |
| Q2 2021 | $13,255,000 | +6.6% | 55,846 | -0.6% | 1.92% | +2.0% |
| Q1 2021 | $12,431,000 | +6.1% | 56,162 | -0.9% | 1.89% | +2.7% |
| Q4 2020 | $11,715,000 | +22.6% | 56,656 | +4.5% | 1.84% | -2.3% |
| Q3 2020 | $9,557,000 | +13.1% | 54,222 | +5.1% | 1.88% | +7.8% |
| Q2 2020 | $8,453,000 | +26.1% | 51,574 | +1.3% | 1.74% | +3.3% |
| Q1 2020 | $6,702,000 | -25.1% | 50,904 | +1.3% | 1.69% | +2.0% |
| Q4 2019 | $8,952,000 | +8.0% | 50,242 | +1.6% | 1.66% | +112.2% |
| Q3 2019 | $8,287,000 | +1.3% | 49,445 | +1.0% | 0.78% | -1.5% |
| Q2 2019 | $8,183,000 | +3.3% | 48,957 | -0.7% | 0.79% | -0.8% |
| Q1 2019 | $7,925,000 | +20.5% | 49,304 | +3.6% | 0.80% | +3.1% |
| Q4 2018 | $6,575,000 | -19.9% | 47,585 | -4.9% | 0.77% | +1.0% |
| Q3 2018 | $8,212,000 | +3.3% | 50,014 | -0.8% | 0.77% | +6.2% |
| Q2 2018 | $7,951,000 | +11.4% | 50,436 | +9.0% | 0.72% | +5.6% |
| Q1 2018 | $7,138,000 | -0.4% | 46,291 | -0.0% | 0.68% | +0.7% |
| Q4 2017 | $7,167,000 | – | 46,303 | – | 0.68% | – |
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% |