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 | $7,270,521 | -7.8% | 34,914 | -2.5% | 0.67% | -3.0% |
| Q2 2023 | $7,882,207 | +9.4% | 35,802 | +4.8% | 0.70% | +3.4% |
| Q1 2023 | $7,203,175 | +27.0% | 34,151 | +22.7% | 0.67% | +18.9% |
| Q4 2022 | $5,672,524 | +17.1% | 27,832 | +8.0% | 0.56% | +6.6% |
| Q3 2022 | $4,845,000 | +7.9% | 25,773 | +13.0% | 0.53% | +13.2% |
| Q2 2022 | $4,491,000 | -27.3% | 22,800 | -12.3% | 0.47% | -11.5% |
| Q1 2022 | $6,180,000 | -8.0% | 25,984 | -1.4% | 0.53% | -5.4% |
| Q4 2021 | $6,717,000 | +17.0% | 26,364 | +8.7% | 0.56% | +2.6% |
| Q3 2021 | $5,741,000 | +16.2% | 24,249 | +16.5% | 0.54% | +41.9% |
| Q2 2021 | $4,939,000 | +3.3% | 20,808 | -3.7% | 0.38% | -21.0% |
| Q1 2021 | $4,781,000 | +25.1% | 21,600 | +16.8% | 0.49% | +10.2% |
| Q4 2020 | $3,823,000 | +32.4% | 18,488 | +12.8% | 0.44% | +3.8% |
| Q3 2020 | $2,888,000 | +6.1% | 16,384 | -1.4% | 0.42% | -6.6% |
| Q2 2020 | $2,723,000 | +31.5% | 16,611 | +5.6% | 0.46% | +10.2% |
| Q1 2020 | $2,071,000 | +37.7% | 15,731 | +86.3% | 0.41% | +72.8% |
| Q4 2019 | $1,504,000 | +12.7% | 8,442 | +6.0% | 0.24% | +4.8% |
| Q3 2019 | $1,335,000 | +45.4% | 7,963 | +45.0% | 0.23% | +43.4% |
| Q2 2019 | $918,000 | +45.9% | 5,492 | +40.3% | 0.16% | +43.2% |
| Q1 2019 | $629,000 | +55.3% | 3,914 | +33.5% | 0.11% | +33.7% |
| Q4 2018 | $405,000 | -42.4% | 2,931 | -31.6% | 0.08% | -37.6% |
| Q3 2018 | $703,000 | +16.2% | 4,283 | +11.7% | 0.13% | +9.0% |
| Q2 2018 | $605,000 | – | 3,835 | – | 0.12% | – |
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% |