VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 368 filers reported holding VANGUARD INDEX FDS in Q4 2014. The put-call ratio across all filers is 19.43 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $451,464 | -8.7% | 2,168 | -3.4% | 0.04% | -2.4% |
Q2 2023 | $494,259 | +41.1% | 2,245 | +35.2% | 0.04% | +35.5% |
Q1 2023 | $350,338 | +3.2% | 1,661 | -0.3% | 0.03% | -6.1% |
Q4 2022 | $339,548 | +8.5% | 1,666 | 0.0% | 0.03% | -5.7% |
Q3 2022 | $313,000 | -4.6% | 1,666 | 0.0% | 0.04% | +6.1% |
Q2 2022 | $328,000 | -21.2% | 1,666 | -4.7% | 0.03% | -8.3% |
Q1 2022 | $416,000 | -6.5% | 1,749 | 0.0% | 0.04% | -5.3% |
Q4 2021 | $445,000 | +7.5% | 1,749 | 0.0% | 0.04% | -5.0% |
Q3 2021 | $414,000 | -0.2% | 1,749 | 0.0% | 0.04% | -2.4% |
Q2 2021 | $415,000 | -34.1% | 1,749 | -38.6% | 0.04% | -43.1% |
Q1 2021 | $630,000 | +7.0% | 2,849 | 0.0% | 0.07% | -5.3% |
Q4 2020 | $589,000 | +17.3% | 2,849 | 0.0% | 0.08% | -6.2% |
Q3 2020 | $502,000 | +7.5% | 2,849 | 0.0% | 0.08% | -3.6% |
Q2 2020 | $467,000 | +24.5% | 2,849 | 0.0% | 0.08% | -4.5% |
Q1 2020 | $375,000 | -26.3% | 2,849 | 0.0% | 0.09% | -1.1% |
Q4 2019 | $509,000 | +6.7% | 2,849 | 0.0% | 0.09% | -4.3% |
Q3 2019 | $477,000 | +0.2% | 2,849 | 0.0% | 0.09% | +2.2% |
Q2 2019 | $476,000 | -10.5% | 2,849 | -13.8% | 0.09% | -16.5% |
Q1 2019 | $532,000 | +16.4% | 3,306 | 0.0% | 0.11% | +4.8% |
Q4 2018 | $457,000 | -15.7% | 3,306 | 0.0% | 0.10% | -3.7% |
Q3 2018 | $542,000 | +4.0% | 3,306 | 0.0% | 0.11% | 0.0% |
Q2 2018 | $521,000 | +2.4% | 3,306 | 0.0% | 0.11% | -11.5% |
Q1 2018 | $509,000 | 0.0% | 3,306 | 0.0% | 0.12% | +1.7% |
Q4 2017 | $509,000 | +6.7% | 3,306 | 0.0% | 0.12% | -2.4% |
Q3 2017 | $477,000 | +1.3% | 3,306 | 0.0% | 0.12% | -4.7% |
Q2 2017 | $471,000 | +2.4% | 3,306 | 0.0% | 0.13% | -3.0% |
Q1 2017 | $460,000 | +6.0% | 3,306 | +0.2% | 0.13% | -7.0% |
Q4 2016 | $434,000 | +17.9% | 3,301 | +16.1% | 0.14% | +12.6% |
Q3 2016 | $368,000 | +4.2% | 2,844 | 0.0% | 0.13% | -3.8% |
Q2 2016 | $353,000 | -2.2% | 2,844 | -4.5% | 0.13% | -8.3% |
Q1 2016 | $361,000 | +24.9% | 2,979 | +24.1% | 0.14% | +20.0% |
Q4 2015 | $289,000 | +1276.2% | 2,401 | +1264.2% | 0.12% | +990.9% |
Q3 2015 | $21,000 | -8.7% | 176 | 0.0% | 0.01% | 0.0% |
Q2 2015 | $23,000 | 0.0% | 176 | 0.0% | 0.01% | 0.0% |
Q1 2015 | $23,000 | +4.5% | 176 | 0.0% | 0.01% | 0.0% |
Q4 2014 | $22,000 | +4.8% | 176 | 0.0% | 0.01% | -8.3% |
Q3 2014 | $21,000 | 0.0% | 176 | 0.0% | 0.01% | -7.7% |
Q2 2014 | $21,000 | +5.0% | 176 | 0.0% | 0.01% | 0.0% |
Q1 2014 | $20,000 | +5.3% | 176 | 0.0% | 0.01% | 0.0% |
Q4 2013 | $19,000 | – | 176 | – | 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% |