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 | $9,507,407 | -24.7% | 45,656 | -20.4% | 0.29% | -22.4% |
| Q2 2023 | $12,625,150 | -6.3% | 57,345 | -10.3% | 0.37% | -16.1% |
| Q1 2023 | $13,479,606 | +35.4% | 63,908 | +30.8% | 0.44% | +26.7% |
| Q4 2022 | $9,958,814 | +5.6% | 48,863 | -2.6% | 0.35% | -8.7% |
| Q3 2022 | $9,432,000 | -13.0% | 50,175 | -8.8% | 0.38% | -13.2% |
| Q2 2022 | $10,842,000 | -66.4% | 55,044 | -59.4% | 0.44% | -67.9% |
| Q1 2022 | $32,237,000 | -1.5% | 135,539 | +5.5% | 1.37% | -0.8% |
| Q4 2021 | $32,734,000 | +11.2% | 128,484 | +3.4% | 1.38% | +1.8% |
| Q3 2021 | $29,430,000 | +6.1% | 124,303 | +6.3% | 1.35% | +4.7% |
| Q2 2021 | $27,744,000 | +7.6% | 116,889 | +0.4% | 1.29% | +0.9% |
| Q1 2021 | $25,775,000 | +13.4% | 116,449 | +6.0% | 1.28% | +12.5% |
| Q4 2020 | $22,721,000 | +33.0% | 109,884 | +13.3% | 1.14% | +14.4% |
| Q3 2020 | $17,089,000 | +75.3% | 96,952 | +63.0% | 1.00% | +57.7% |
| Q2 2020 | $9,748,000 | +1457.2% | 59,469 | +1151.5% | 0.63% | +1137.3% |
| Q1 2020 | $626,000 | -27.9% | 4,752 | -2.4% | 0.05% | -19.0% |
| Q4 2019 | $868,000 | +6.4% | 4,869 | 0.0% | 0.06% | -3.1% |
| Q3 2019 | $816,000 | +38.3% | 4,869 | +37.9% | 0.06% | +35.4% |
| Q2 2019 | $590,000 | -22.4% | 3,532 | -25.3% | 0.05% | -23.8% |
| Q1 2019 | $760,000 | +19.3% | 4,727 | +2.5% | 0.06% | -3.1% |
| Q4 2018 | $637,000 | -53.6% | 4,612 | -44.9% | 0.06% | -45.8% |
| Q3 2018 | $1,374,000 | +4.4% | 8,371 | +0.3% | 0.12% | -6.2% |
| Q2 2018 | $1,316,000 | -7.8% | 8,348 | -9.8% | 0.13% | -10.5% |
| Q1 2018 | $1,428,000 | – | 9,257 | – | 0.14% | – |
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% |