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 | $24,646,073 | -3.8% | 118,355 | +1.7% | 6.96% | -4.4% |
| Q2 2023 | $25,620,955 | +4.9% | 116,375 | +0.5% | 7.28% | -0.5% |
| Q1 2023 | $24,421,204 | +5.0% | 115,785 | +1.5% | 7.32% | -1.6% |
| Q4 2022 | $23,260,657 | +17.4% | 114,130 | +8.3% | 7.44% | -2.1% |
| Q3 2022 | $19,816,000 | -0.0% | 105,418 | +4.8% | 7.60% | +5.3% |
| Q2 2022 | $19,817,000 | -11.1% | 100,610 | +7.3% | 7.21% | +4.2% |
| Q1 2022 | $22,292,000 | -5.2% | 93,726 | +1.6% | 6.92% | +0.4% |
| Q4 2021 | $23,508,000 | +24.2% | 92,271 | +15.5% | 6.89% | +16.4% |
| Q3 2021 | $18,921,000 | +2.3% | 79,919 | +2.5% | 5.92% | +4.0% |
| Q2 2021 | $18,498,000 | +13.9% | 77,935 | +6.2% | 5.69% | +5.1% |
| Q1 2021 | $16,247,000 | +16.3% | 73,402 | +8.6% | 5.42% | +13.5% |
| Q4 2020 | $13,972,000 | +30.2% | 67,572 | +11.0% | 4.77% | +11.3% |
| Q3 2020 | $10,734,000 | +26.7% | 60,897 | +17.8% | 4.28% | +22.9% |
| Q2 2020 | $8,474,000 | +318.5% | 51,701 | +236.0% | 3.49% | +238.1% |
| Q1 2020 | $2,025,000 | +90.9% | 15,385 | +158.5% | 1.03% | +137.0% |
| Q4 2019 | $1,061,000 | +204.0% | 5,952 | +186.2% | 0.44% | +180.6% |
| Q3 2019 | $349,000 | +0.3% | 2,080 | 0.0% | 0.16% | -1.9% |
| Q2 2019 | $348,000 | +1.2% | 2,080 | -2.8% | 0.16% | -1.2% |
| Q1 2019 | $344,000 | +16.2% | 2,141 | 0.0% | 0.16% | +3.2% |
| Q4 2018 | $296,000 | -15.9% | 2,141 | 0.0% | 0.16% | -4.9% |
| Q3 2018 | $352,000 | -6.9% | 2,141 | -10.8% | 0.16% | -12.8% |
| Q2 2018 | $378,000 | -5.5% | 2,401 | -7.4% | 0.19% | -6.0% |
| Q1 2018 | $400,000 | -11.5% | 2,594 | -11.2% | 0.20% | -11.9% |
| Q4 2017 | $452,000 | -2.4% | 2,921 | -7.3% | 0.23% | -5.8% |
| Q3 2017 | $463,000 | +3.1% | 3,150 | 0.0% | 0.24% | -0.8% |
| Q2 2017 | $449,000 | +2.3% | 3,150 | 0.0% | 0.24% | -6.2% |
| Q1 2017 | $439,000 | +5.8% | 3,150 | 0.0% | 0.26% | +2.4% |
| Q4 2016 | $415,000 | +1.7% | 3,150 | 0.0% | 0.25% | -2.7% |
| Q3 2016 | $408,000 | +0.7% | 3,150 | -3.8% | 0.26% | -3.0% |
| Q2 2016 | $405,000 | +2.0% | 3,275 | 0.0% | 0.27% | -1.1% |
| Q1 2016 | $397,000 | +1.0% | 3,275 | 0.0% | 0.27% | -8.5% |
| Q4 2015 | $393,000 | +2.9% | 3,275 | 0.0% | 0.30% | -4.2% |
| Q3 2015 | $382,000 | -8.4% | 3,275 | 0.0% | 0.31% | -2.2% |
| Q2 2015 | $417,000 | -6.9% | 3,275 | -3.0% | 0.32% | -8.7% |
| Q1 2015 | $448,000 | +7.4% | 3,375 | 0.0% | 0.34% | +3.6% |
| Q4 2014 | $417,000 | +5.3% | 3,375 | 0.0% | 0.33% | 0.0% |
| Q3 2014 | $396,000 | -1.2% | 3,375 | 0.0% | 0.33% | -11.2% |
| Q2 2014 | $401,000 | -6.1% | 3,375 | -10.2% | 0.38% | -9.0% |
| Q1 2014 | $427,000 | +3.4% | 3,757 | 0.0% | 0.41% | +1.5% |
| Q4 2013 | $413,000 | – | 3,757 | – | 0.41% | – |
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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% |