VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 368 filers reported holding VANGUARD INDEX FDS in Q4 2014. The put-call ratio across all filers is 19.43 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,443,880 | +1.2% | 78,966 | +7.0% | 2.13% | -0.7% |
| Q2 2023 | $16,244,726 | +22.2% | 73,786 | +17.1% | 2.14% | +11.8% |
| Q1 2023 | $13,294,499 | +31.3% | 63,031 | +26.9% | 1.92% | +20.4% |
| Q4 2022 | $10,124,466 | +26.4% | 49,676 | +16.5% | 1.59% | +12.4% |
| Q3 2022 | $8,013,000 | -11.8% | 42,628 | -7.6% | 1.42% | -20.2% |
| Q2 2022 | $9,086,000 | -40.9% | 46,127 | -28.7% | 1.78% | -34.8% |
| Q1 2022 | $15,379,000 | +46.0% | 64,660 | +9.4% | 2.72% | -23.5% |
| Q4 2019 | $10,535,000 | +6.1% | 59,125 | -0.2% | 3.56% | +12.5% |
| Q3 2019 | $9,925,000 | -7.9% | 59,219 | -8.1% | 3.16% | -10.7% |
| Q2 2019 | $10,775,000 | -10.4% | 64,462 | -13.8% | 3.54% | -7.0% |
| Q1 2019 | $12,026,000 | +71.5% | 74,810 | +47.4% | 3.81% | +50.0% |
| Q4 2018 | $7,012,000 | -53.1% | 50,745 | -44.2% | 2.54% | -38.8% |
| Q3 2018 | $14,942,000 | +12.2% | 91,007 | +7.7% | 4.15% | +1.3% |
| Q2 2018 | $13,316,000 | -14.6% | 84,470 | -16.5% | 4.10% | -18.8% |
| Q1 2018 | $15,600,000 | -4.8% | 101,161 | -4.4% | 5.04% | -7.4% |
| Q4 2017 | $16,378,000 | +12.1% | 105,817 | +6.5% | 5.45% | +4.7% |
| Q3 2017 | $14,607,000 | +11.2% | 99,364 | +7.8% | 5.20% | +4.2% |
| Q2 2017 | $13,139,000 | +2.1% | 92,192 | -0.2% | 4.99% | +2.1% |
| Q1 2017 | $12,868,000 | +9.1% | 92,414 | +3.1% | 4.89% | -0.2% |
| Q4 2016 | $11,798,000 | +38.6% | 89,627 | +36.3% | 4.90% | +34.7% |
| Q3 2016 | $8,511,000 | +22.3% | 65,754 | +16.9% | 3.64% | +14.1% |
| Q2 2016 | $6,957,000 | +23.6% | 56,270 | +21.2% | 3.19% | +20.5% |
| Q1 2016 | $5,630,000 | -8.8% | 46,438 | -9.7% | 2.65% | -7.7% |
| Q4 2015 | $6,176,000 | +13.8% | 51,423 | +10.5% | 2.87% | +6.7% |
| Q3 2015 | $5,427,000 | -11.1% | 46,519 | -2.9% | 2.69% | -11.5% |
| Q2 2015 | $6,106,000 | +29.1% | 47,915 | +34.5% | 3.04% | +24.4% |
| Q1 2015 | $4,728,000 | +107.7% | 35,630 | +93.4% | 2.44% | +79.6% |
| Q4 2014 | $2,276,000 | +9.3% | 18,424 | +3.8% | 1.36% | +1.4% |
| Q3 2014 | $2,082,000 | -31.7% | 17,748 | -30.9% | 1.34% | -34.4% |
| Q2 2014 | $3,049,000 | +26.9% | 25,690 | +21.4% | 2.04% | +27.1% |
| Q1 2014 | $2,403,000 | +22.8% | 21,154 | +18.9% | 1.61% | -2.0% |
| Q4 2013 | $1,957,000 | – | 17,784 | – | 1.64% | – |
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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% |