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 | $20,999,347 | -7.6% | 100,842 | -2.4% | 6.21% | -2.1% |
| Q2 2023 | $22,737,503 | +8.6% | 103,277 | +4.1% | 6.34% | +6.4% |
| Q1 2023 | $20,927,591 | -8.0% | 99,221 | -11.1% | 5.95% | -4.0% |
| Q4 2022 | $22,749,861 | -13.0% | 111,623 | -19.7% | 6.20% | -8.3% |
| Q3 2022 | $26,145,000 | -4.0% | 139,083 | +0.6% | 6.76% | -0.7% |
| Q2 2022 | $27,222,000 | -12.3% | 138,204 | +5.8% | 6.81% | +0.8% |
| Q1 2022 | $31,057,000 | -1.1% | 130,578 | +6.0% | 6.76% | +1.0% |
| Q4 2021 | $31,397,000 | +12.5% | 123,237 | +4.6% | 6.69% | +5.7% |
| Q3 2021 | $27,900,000 | +1.6% | 117,843 | +1.8% | 6.33% | +0.7% |
| Q2 2021 | $27,468,000 | +12.0% | 115,727 | +4.4% | 6.28% | +6.0% |
| Q1 2021 | $24,525,000 | +8.1% | 110,802 | +1.0% | 5.92% | +2.1% |
| Q4 2020 | $22,684,000 | +18.4% | 109,705 | +1.0% | 5.80% | +4.9% |
| Q3 2020 | $19,153,000 | +8.9% | 108,663 | +1.2% | 5.53% | +4.4% |
| Q2 2020 | $17,591,000 | +44.0% | 107,323 | +15.6% | 5.30% | +27.6% |
| Q1 2020 | $12,220,000 | -20.0% | 92,824 | +8.3% | 4.15% | -1.6% |
| Q4 2019 | $15,276,000 | +0.6% | 85,732 | -5.3% | 4.22% | -3.4% |
| Q3 2019 | $15,178,000 | -3.6% | 90,562 | -3.8% | 4.37% | -3.6% |
| Q2 2019 | $15,741,000 | +9.9% | 94,166 | +5.7% | 4.54% | +1.4% |
| Q1 2019 | $14,326,000 | +22.1% | 89,120 | +4.9% | 4.48% | +8.5% |
| Q4 2018 | $11,734,000 | -7.2% | 84,917 | +10.2% | 4.12% | -7.2% |
| Q3 2018 | $12,648,000 | +7.9% | 77,033 | +3.6% | 4.44% | -1.9% |
| Q2 2018 | $11,721,000 | +2.7% | 74,350 | +0.5% | 4.53% | +1.0% |
| Q1 2018 | $11,409,000 | +7.9% | 73,985 | +8.4% | 4.48% | +7.4% |
| Q4 2017 | $10,569,000 | +9.9% | 68,281 | +4.3% | 4.18% | +4.7% |
| Q3 2017 | $9,620,000 | +8.0% | 65,441 | +4.7% | 3.99% | +3.0% |
| Q2 2017 | $8,911,000 | +18.9% | 62,526 | +16.2% | 3.87% | +10.3% |
| Q1 2017 | $7,495,000 | +11.6% | 53,828 | +5.5% | 3.51% | +6.9% |
| Q4 2016 | $6,714,000 | +17.2% | 51,004 | +15.2% | 3.28% | +14.2% |
| Q3 2016 | $5,730,000 | +22.1% | 44,268 | +16.6% | 2.87% | +19.6% |
| Q2 2016 | $4,692,000 | +26.2% | 37,952 | +23.8% | 2.40% | +22.4% |
| Q1 2016 | $3,717,000 | +15.7% | 30,660 | +14.6% | 1.96% | +7.9% |
| Q4 2015 | $3,214,000 | +0.8% | 26,762 | -2.1% | 1.82% | -0.8% |
| Q3 2015 | $3,190,000 | +0.9% | 27,338 | +10.2% | 1.83% | +1.2% |
| Q2 2015 | $3,160,000 | +0.5% | 24,799 | +4.7% | 1.81% | -1.6% |
| Q1 2015 | $3,144,000 | +19.6% | 23,692 | +11.3% | 1.84% | +13.2% |
| Q4 2014 | $2,629,000 | +9.4% | 21,279 | +3.8% | 1.63% | +0.7% |
| Q3 2014 | $2,404,000 | +1.2% | 20,495 | +2.3% | 1.62% | +2.1% |
| Q2 2014 | $2,376,000 | +9.5% | 20,025 | +4.9% | 1.58% | +3.9% |
| Q1 2014 | $2,169,000 | +14.8% | 19,094 | +11.2% | 1.52% | +17.4% |
| Q4 2013 | $1,889,000 | – | 17,169 | – | 1.30% | – |
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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% |