VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 615 filers reported holding VANGUARD INDEX FDS in Q1 2017. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $10,901,000 | +14.9% | 52,721 | -2.1% | 0.95% | +1.1% |
| Q3 2020 | $9,490,000 | +4.9% | 53,843 | -2.4% | 0.94% | -2.7% |
| Q2 2020 | $9,046,000 | +15.1% | 55,187 | -7.5% | 0.97% | +7.1% |
| Q1 2020 | $7,858,000 | -22.9% | 59,686 | +4.3% | 0.90% | -3.5% |
| Q4 2019 | $10,196,000 | +7.1% | 57,221 | +0.7% | 0.94% | +0.1% |
| Q3 2019 | $9,519,000 | -0.5% | 56,798 | -0.8% | 0.93% | -0.8% |
| Q2 2019 | $9,571,000 | +1.7% | 57,257 | -2.2% | 0.94% | +3.6% |
| Q1 2019 | $9,409,000 | +13.0% | 58,531 | -2.9% | 0.91% | -2.9% |
| Q4 2018 | $8,327,000 | -6.3% | 60,264 | +11.3% | 0.94% | +3.7% |
| Q3 2018 | $8,890,000 | +5.3% | 54,145 | +1.1% | 0.90% | -1.0% |
| Q2 2018 | $8,445,000 | +1.8% | 53,574 | -5.0% | 0.91% | -11.0% |
| Q1 2018 | $8,293,000 | -2.2% | 56,419 | +3.0% | 1.02% | +3.1% |
| Q4 2017 | $8,476,000 | +2.2% | 54,759 | -2.9% | 0.99% | -3.0% |
| Q3 2017 | $8,293,000 | +3.4% | 56,419 | +0.2% | 1.02% | -1.4% |
| Q2 2017 | $8,024,000 | +4.3% | 56,300 | +1.9% | 1.04% | -0.4% |
| Q1 2017 | $7,693,000 | +4.1% | 55,250 | -1.6% | 1.04% | -5.2% |
| Q4 2016 | $7,388,000 | +1.7% | 56,127 | -0.0% | 1.10% | -2.7% |
| Q3 2016 | $7,266,000 | +0.8% | 56,136 | -3.7% | 1.13% | -2.8% |
| Q2 2016 | $7,205,000 | +1.7% | 58,282 | -0.2% | 1.16% | -0.8% |
| Q1 2016 | $7,082,000 | +1.3% | 58,416 | +0.3% | 1.17% | -3.1% |
| Q4 2015 | $6,993,000 | +1.2% | 58,218 | -1.7% | 1.21% | -6.1% |
| Q3 2015 | $6,912,000 | -6.7% | 59,248 | +1.9% | 1.29% | -5.4% |
| Q2 2015 | $7,406,000 | -3.1% | 58,115 | +0.9% | 1.36% | -2.2% |
| Q1 2015 | $7,640,000 | +34.1% | 57,572 | +24.8% | 1.39% | -32.6% |
| Q4 2014 | $5,698,000 | +4.8% | 46,115 | -0.5% | 2.07% | -10.7% |
| Q3 2014 | $5,436,000 | -1.1% | 46,343 | +0.0% | 2.32% | -1.4% |
| Q2 2014 | $5,498,000 | -24.8% | 46,326 | -28.0% | 2.35% | -31.9% |
| Q1 2014 | $7,307,000 | +1.4% | 64,330 | -1.8% | 3.45% | -19.7% |
| Q4 2013 | $7,206,000 | – | 65,496 | – | 4.30% | – |
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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% |