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 | $118,489 | -5.4% | 569 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $125,272 | +4.4% | 569 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $120,014 | -17.9% | 569 | -20.6% | 0.03% | -22.5% |
| Q4 2022 | $146,193 | +8.3% | 717 | 0.0% | 0.04% | +2.6% |
| Q3 2022 | $135,000 | +170.0% | 717 | +183.4% | 0.04% | +178.6% |
| Q2 2022 | $50,000 | -16.7% | 253 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $60,000 | -7.7% | 253 | 0.0% | 0.01% | -6.7% |
| Q4 2021 | $65,000 | +8.3% | 253 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $60,000 | 0.0% | 253 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $60,000 | +30.4% | 253 | +20.5% | 0.02% | +15.4% |
| Q1 2021 | $46,000 | +7.0% | 210 | 0.0% | 0.01% | +8.3% |
| Q4 2020 | $43,000 | +290.9% | 210 | +223.1% | 0.01% | +200.0% |
| Q2 2020 | $11,000 | +22.2% | 65 | 0.0% | 0.00% | +33.3% |
| Q1 2020 | $9,000 | -25.0% | 65 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $12,000 | -57.1% | 65 | -60.6% | 0.00% | -55.6% |
| Q3 2019 | $28,000 | 0.0% | 165 | 0.0% | 0.01% | +12.5% |
| Q2 2019 | $28,000 | +75.0% | 165 | +65.0% | 0.01% | +60.0% |
| Q1 2019 | $16,000 | +14.3% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $14,000 | -12.5% | 100 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $16,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $16,000 | +6.7% | 100 | 0.0% | 0.01% | +66.7% |
| Q1 2018 | $15,000 | -11.8% | 100 | -10.7% | 0.00% | 0.0% |
| Q4 2017 | $17,000 | +6.2% | 112 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $16,000 | +14.3% | 112 | +12.0% | 0.00% | 0.0% |
| Q2 2017 | $14,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $14,000 | +7.7% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $13,000 | 0.0% | 100 | 0.0% | 0.00% | -25.0% |
| Q3 2016 | $13,000 | – | 100 | – | 0.00% | – |
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% |