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 | $215,320 | -5.4% | 1,034 | 0.0% | 0.05% | -5.5% |
| Q2 2023 | $227,645 | +4.4% | 1,034 | 0.0% | 0.06% | -1.8% |
| Q1 2023 | $218,091 | +3.5% | 1,034 | 0.0% | 0.06% | -3.4% |
| Q4 2022 | $210,740 | +3.3% | 1,034 | 0.0% | 0.06% | -3.3% |
| Q2 2022 | $204,000 | -27.4% | 1,034 | -12.4% | 0.06% | -21.1% |
| Q1 2022 | $281,000 | -36.7% | 1,181 | -32.2% | 0.08% | -36.1% |
| Q4 2021 | $444,000 | +7.5% | 1,743 | 0.0% | 0.12% | -9.2% |
| Q3 2021 | $413,000 | -7.2% | 1,743 | -7.0% | 0.13% | -3.7% |
| Q2 2021 | $445,000 | +45.0% | 1,875 | +35.3% | 0.14% | +38.8% |
| Q1 2021 | $307,000 | +7.0% | 1,386 | 0.0% | 0.10% | +10.1% |
| Q4 2020 | $287,000 | +17.6% | 1,386 | 0.0% | 0.09% | 0.0% |
| Q3 2020 | $244,000 | +7.5% | 1,386 | 0.0% | 0.09% | -3.3% |
| Q2 2020 | $227,000 | -8.1% | 1,386 | 0.0% | 0.09% | -18.6% |
| Q4 2019 | $247,000 | +6.5% | 1,386 | 0.0% | 0.11% | -1.7% |
| Q3 2019 | $232,000 | -35.6% | 1,386 | -35.6% | 0.12% | -46.8% |
| Q2 2019 | $360,000 | +61.4% | 2,151 | +55.2% | 0.22% | +55.4% |
| Q1 2019 | $223,000 | -1.8% | 1,386 | 0.0% | 0.14% | -8.6% |
| Q3 2018 | $227,000 | +4.1% | 1,386 | 0.0% | 0.15% | -7.3% |
| Q2 2018 | $218,000 | +1.9% | 1,386 | 0.0% | 0.16% | -5.7% |
| Q1 2018 | $214,000 | – | 1,386 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Divergent Planning, LLC | 93,555 | $22,568,000 | 18.25% |
| JMG Financial Group, Ltd. | 1,364,599 | $323,082,000 | 18.03% |
| SEARCY FINANCIAL SERVICES INC /ADV | 117,250 | $27,760,000 | 16.96% |
| BCK Partners, Inc. | 111,104 | $26,305,000 | 16.70% |
| FIDELIS iM, LLC | 105,229 | $24,914,000 | 15.46% |
| TL Private Wealth | 108,927 | $27,501,000 | 15.03% |
| Larson Financial Group LLC | 314,131 | $74,374,000 | 14.76% |
| Northwest Quadrant Wealth Management, LLC | 186,847 | $44,735,000 | 12.82% |
| Riverpoint Wealth Management Holdings, LLC | 142,799 | $33,809,000 | 11.87% |
| Ballast, Inc. | 113,914 | $26,970,000 | 11.37% |