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 | $21,242,350 | -2.0% | 102,008 | +3.7% | 2.61% | +0.7% |
| Q2 2023 | $21,667,196 | +7.8% | 98,415 | +3.2% | 2.59% | -0.8% |
| Q1 2023 | $20,105,002 | +5.8% | 95,320 | +2.2% | 2.61% | +6.7% |
| Q4 2022 | $19,000,616 | +11.7% | 93,227 | +3.0% | 2.44% | +2.8% |
| Q3 2022 | $17,013,000 | +21.6% | 90,505 | +27.4% | 2.38% | +12.7% |
| Q2 2022 | $13,989,000 | -32.5% | 71,022 | -12.7% | 2.11% | -33.6% |
| Q1 2022 | $20,719,000 | 0.0% | 81,327 | 0.0% | 3.18% | 0.0% |
| Q4 2021 | $20,719,000 | +11.3% | 81,327 | +3.4% | 3.18% | +1.2% |
| Q3 2021 | $18,619,000 | +22.1% | 78,643 | +22.4% | 3.14% | +20.4% |
| Q2 2021 | $15,248,000 | +2.4% | 64,243 | -4.5% | 2.61% | -6.2% |
| Q1 2021 | $14,885,000 | +15.9% | 67,251 | +8.3% | 2.78% | +1.2% |
| Q4 2020 | $12,843,000 | +21.5% | 62,115 | +3.6% | 2.75% | +5.0% |
| Q3 2020 | $10,568,000 | +14.1% | 59,961 | +6.1% | 2.62% | +11.1% |
| Q2 2020 | $9,262,000 | +90.5% | 56,508 | +107.1% | 2.36% | +69.3% |
| Q4 2019 | $4,862,000 | +58.9% | 27,287 | +49.5% | 1.39% | +36.2% |
| Q3 2019 | $3,059,000 | +81.0% | 18,253 | +80.5% | 1.02% | +59.9% |
| Q2 2019 | $1,690,000 | +38.2% | 10,112 | +32.9% | 0.64% | +38.3% |
| Q1 2019 | $1,223,000 | +44.4% | 7,609 | +24.0% | 0.46% | +33.1% |
| Q4 2018 | $847,000 | – | 6,135 | – | 0.35% | – |
Download | ||||||
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% |