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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $266,000 | +11.3% | 1,288 | -4.9% | 0.10% | -4.6% |
| Q3 2020 | $239,000 | +3.0% | 1,355 | -4.1% | 0.11% | -6.1% |
| Q2 2020 | $232,000 | -9.0% | 1,413 | -1.3% | 0.12% | -1.7% |
| Q4 2019 | $255,000 | +4.1% | 1,432 | -2.0% | 0.12% | 0.0% |
| Q3 2019 | $245,000 | +10.9% | 1,461 | +10.5% | 0.12% | +17.0% |
| Q2 2019 | $221,000 | -1.8% | 1,322 | -5.4% | 0.10% | -6.5% |
| Q1 2019 | $225,000 | -5.5% | 1,398 | -3.7% | 0.11% | +11.5% |
| Q3 2018 | $238,000 | +3.9% | 1,451 | 0.0% | 0.10% | -7.7% |
| Q2 2018 | $229,000 | -10.9% | 1,451 | -12.9% | 0.10% | -11.1% |
| Q1 2018 | $257,000 | -6.9% | 1,666 | -6.7% | 0.12% | -1.7% |
| Q4 2017 | $276,000 | -75.7% | 1,785 | -76.9% | 0.12% | -75.3% |
| Q3 2017 | $1,137,000 | +1.4% | 7,736 | -1.6% | 0.48% | -6.2% |
| Q2 2017 | $1,121,000 | +3.2% | 7,864 | +0.8% | 0.51% | +1.6% |
| Q1 2017 | $1,086,000 | +54.3% | 7,801 | +45.9% | 0.50% | +11.5% |
| Q4 2016 | $704,000 | -27.8% | 5,345 | -29.0% | 0.45% | -8.9% |
| Q3 2016 | $975,000 | +3.1% | 7,529 | -1.6% | 0.50% | +1.0% |
| Q2 2016 | $946,000 | -3.3% | 7,648 | -5.2% | 0.49% | -5.4% |
| Q1 2016 | $978,000 | +1.7% | 8,070 | +0.7% | 0.52% | -3.3% |
| Q4 2015 | $962,000 | +3.1% | 8,013 | +0.2% | 0.54% | -2.4% |
| Q3 2015 | $933,000 | -5.9% | 7,994 | +2.7% | 0.55% | -18.6% |
| Q2 2015 | $992,000 | -1.5% | 7,784 | +2.6% | 0.68% | -2.6% |
| Q1 2015 | $1,007,000 | +15.5% | 7,589 | +7.6% | 0.70% | +10.7% |
| Q4 2014 | $872,000 | +6.6% | 7,055 | +1.2% | 0.63% | +4.1% |
| Q3 2014 | $818,000 | +0.7% | 6,971 | +1.8% | 0.60% | +2.4% |
| Q2 2014 | $812,000 | +5.3% | 6,845 | +0.8% | 0.59% | -1.0% |
| Q1 2014 | $771,000 | +7.4% | 6,790 | +4.1% | 0.60% | +3.3% |
| Q4 2013 | $718,000 | +12.4% | 6,522 | +4.6% | 0.58% | +3.2% |
| Q3 2013 | $639,000 | +14.1% | 6,236 | +6.0% | 0.56% | +5.3% |
| Q2 2013 | $560,000 | – | 5,882 | – | 0.53% | – |
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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% |