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 | $824,630 | -5.4% | 3,960 | 0.0% | 0.29% | -2.3% |
| Q2 2023 | $871,834 | +4.1% | 3,960 | -0.3% | 0.30% | +0.3% |
| Q1 2023 | $837,352 | -4.1% | 3,970 | -7.3% | 0.30% | -6.6% |
| Q4 2022 | $873,122 | +17.0% | 4,284 | +7.9% | 0.32% | +4.9% |
| Q3 2022 | $746,000 | -4.6% | 3,970 | 0.0% | 0.30% | 0.0% |
| Q2 2022 | $782,000 | -17.2% | 3,970 | 0.0% | 0.30% | -3.5% |
| Q1 2022 | $944,000 | -6.6% | 3,970 | 0.0% | 0.32% | 0.0% |
| Q4 2021 | $1,011,000 | +7.2% | 3,970 | -0.4% | 0.32% | -1.2% |
| Q3 2021 | $943,000 | -0.3% | 3,985 | 0.0% | 0.32% | 0.0% |
| Q2 2021 | $946,000 | +5.6% | 3,985 | -1.6% | 0.32% | -1.2% |
| Q1 2021 | $896,000 | +7.0% | 4,050 | 0.0% | 0.32% | -2.1% |
| Q4 2020 | $837,000 | +24.2% | 4,050 | +5.9% | 0.33% | +8.5% |
| Q3 2020 | $674,000 | -1.5% | 3,825 | -8.4% | 0.30% | -6.7% |
| Q2 2020 | $684,000 | +21.5% | 4,175 | -2.5% | 0.33% | +0.9% |
| Q1 2020 | $563,000 | -25.3% | 4,280 | +1.2% | 0.32% | -0.9% |
| Q4 2019 | $754,000 | +45.6% | 4,230 | +36.9% | 0.33% | +29.2% |
| Q3 2019 | $518,000 | -2.3% | 3,090 | -1.6% | 0.25% | -5.9% |
| Q2 2019 | $530,000 | +1.7% | 3,140 | -3.1% | 0.27% | -1.5% |
| Q1 2019 | $521,000 | +16.3% | 3,240 | 0.0% | 0.27% | +3.0% |
| Q4 2018 | $448,000 | +8.5% | 3,240 | -5.0% | 0.26% | -1.5% |
| Q1 2016 | $413,000 | -40.3% | 3,410 | -42.6% | 0.27% | -42.0% |
| Q4 2015 | $692,000 | +61.3% | 5,942 | +61.5% | 0.46% | +43.2% |
| Q3 2015 | $429,000 | +0.5% | 3,679 | +9.8% | 0.32% | +7.3% |
| Q2 2015 | $427,000 | -4.0% | 3,350 | 0.0% | 0.30% | -1.9% |
| Q1 2015 | $445,000 | +17.7% | 3,350 | +9.5% | 0.31% | +14.5% |
| Q4 2014 | $378,000 | +5.3% | 3,060 | 0.0% | 0.27% | -2.5% |
| Q3 2014 | $359,000 | -1.1% | 3,060 | 0.0% | 0.28% | -0.7% |
| Q2 2014 | $363,000 | +27.8% | 3,060 | 0.0% | 0.28% | +9.0% |
| Q1 2014 | $284,000 | -15.7% | 3,060 | 0.0% | 0.26% | -6.9% |
| Q4 2013 | $337,000 | +7.3% | 3,060 | 0.0% | 0.27% | 0.0% |
| Q3 2013 | $314,000 | +7.9% | 3,060 | 0.0% | 0.27% | +27.4% |
| Q2 2013 | $291,000 | – | 3,060 | – | 0.22% | – |
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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% |