VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,260 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $194,913 | -0.1% | 936 | +5.6% | 0.06% | +1.8% |
| Q2 2023 | $195,062 | +8.7% | 886 | +4.1% | 0.06% | +3.8% |
| Q1 2023 | $179,494 | +110019.0% | 851 | +6.2% | 0.05% | – |
| Q4 2022 | $163 | -99.8% | 801 | +121.9% | 0.00% | – |
| Q3 2022 | $67,000 | -5.6% | 361 | 0.0% | 0.00% | – |
| Q2 2022 | $71,000 | -22.8% | 361 | -6.7% | 0.00% | – |
| Q1 2022 | $92,000 | +26.0% | 387 | +34.4% | 0.00% | – |
| Q4 2021 | $73,000 | +40.4% | 288 | +30.3% | 0.00% | – |
| Q3 2021 | $52,000 | 0.0% | 221 | 0.0% | 0.00% | – |
| Q2 2021 | $52,000 | +8.3% | 221 | 0.0% | 0.00% | – |
| Q1 2021 | $48,000 | +6.7% | 221 | 0.0% | 0.00% | – |
| Q4 2020 | $45,000 | +18.4% | 221 | 0.0% | 0.00% | – |
| Q3 2020 | $38,000 | +5.6% | 221 | 0.0% | 0.00% | – |
| Q2 2020 | $36,000 | +56.5% | 221 | +22.8% | 0.00% | – |
| Q1 2020 | $23,000 | -39.5% | 180 | -22.1% | 0.00% | – |
| Q2 2019 | $38,000 | -100.0% | 231 | -73.8% | 0.00% | -100.0% |
| Q4 2018 | $121,736,000 | +75.8% | 881 | +51.6% | 0.04% | +104.5% |
| Q3 2018 | $69,239,000 | +15.2% | 581 | +52.5% | 0.02% | +4.8% |
| Q2 2018 | $60,104,000 | +4.7% | 381 | 0.0% | 0.02% | -34.4% |
| Q1 2018 | $57,419,000 | +56.7% | 381 | +64.9% | 0.03% | +60.0% |
| Q4 2017 | $36,644,000 | +263.9% | 231 | +239.7% | 0.02% | +233.3% |
| Q3 2017 | $10,069,000 | – | 68 | – | 0.01% | – |
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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% |