VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 975 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.52 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $252,595 | +21.7% | 1,213 | +28.6% | 0.03% | +20.0% |
| Q2 2023 | $207,611 | +10.1% | 943 | +5.5% | 0.02% | -3.8% |
| Q1 2023 | $188,562 | +56.3% | 894 | +51.0% | 0.03% | +44.4% |
| Q4 2022 | $120,656 | -7.2% | 592 | -14.5% | 0.02% | -18.2% |
| Q3 2022 | $130,000 | +16.1% | 692 | +21.6% | 0.02% | +15.8% |
| Q2 2022 | $112,000 | +77.8% | 569 | +115.5% | 0.02% | +58.3% |
| Q1 2022 | $63,000 | +53.7% | 264 | +63.0% | 0.01% | +71.4% |
| Q4 2021 | $41,000 | -29.3% | 162 | -34.4% | 0.01% | -46.2% |
| Q3 2021 | $58,000 | -7.9% | 247 | -6.4% | 0.01% | -13.3% |
| Q2 2021 | $63,000 | +26.0% | 264 | +17.9% | 0.02% | +7.1% |
| Q1 2021 | $50,000 | +8.7% | 224 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $46,000 | +1050.0% | 224 | +833.3% | 0.01% | +1300.0% |
| Q3 2020 | $4,000 | 0.0% | 24 | 0.0% | 0.00% | -50.0% |
| Q2 2020 | $4,000 | -98.7% | 24 | -99.0% | 0.00% | -98.6% |
| Q1 2020 | $319,000 | +7875.0% | 2,422 | +9991.7% | 0.15% | +14500.0% |
| Q4 2019 | $4,000 | -96.4% | 24 | -96.4% | 0.00% | -97.0% |
| Q3 2019 | $112,000 | 0.0% | 669 | 0.0% | 0.03% | -2.9% |
| Q2 2019 | $112,000 | -4.3% | 669 | -8.2% | 0.03% | -5.6% |
| Q1 2019 | $117,000 | +5.4% | 729 | -9.3% | 0.04% | -7.7% |
| Q4 2018 | $111,000 | -15.9% | 804 | 0.0% | 0.04% | -9.3% |
| Q3 2018 | $132,000 | +88.6% | 804 | +81.1% | 0.04% | +22.9% |
| Q2 2018 | $70,000 | +311.8% | 444 | +217.1% | 0.04% | +169.2% |
| Q4 2015 | $17,000 | -34.6% | 140 | -30.7% | 0.01% | -31.6% |
| Q2 2015 | $26,000 | -3.7% | 202 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $27,000 | +8.0% | 202 | 0.0% | 0.02% | +5.6% |
| Q4 2014 | $25,000 | +4.2% | 202 | 0.0% | 0.02% | -14.3% |
| Q3 2014 | $24,000 | 0.0% | 202 | 0.0% | 0.02% | -4.5% |
| Q2 2014 | $24,000 | +4.3% | 202 | 0.0% | 0.02% | -12.0% |
| Q1 2014 | $23,000 | – | 202 | – | 0.02% | – |
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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% |