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 | $4,725 | -4.0% | 22,689 | +1.5% | 1.45% | +3.1% |
| Q2 2023 | $4,920 | +10.1% | 22,346 | +5.5% | 1.40% | +7.9% |
| Q1 2023 | $4,467 | +11.6% | 21,178 | +7.8% | 1.30% | +7.3% |
| Q4 2022 | $4,004 | -99.9% | 19,648 | -4.0% | 1.21% | -3.4% |
| Q3 2022 | $3,849,000 | -3.9% | 20,473 | +0.7% | 1.26% | +5.0% |
| Q2 2022 | $4,005,000 | -32.4% | 20,330 | -18.4% | 1.20% | -23.4% |
| Q1 2022 | $5,926,000 | -3.7% | 24,916 | +3.1% | 1.56% | -1.9% |
| Q4 2021 | $6,155,000 | +10.1% | 24,162 | +2.3% | 1.59% | +0.6% |
| Q3 2021 | $5,590,000 | +6.9% | 23,610 | +7.2% | 1.58% | +5.0% |
| Q2 2021 | $5,229,000 | +17.5% | 22,034 | +9.6% | 1.51% | -4.3% |
| Q1 2021 | $4,450,000 | +27.9% | 20,106 | +19.5% | 1.58% | +14.2% |
| Q4 2020 | $3,479,000 | +32.7% | 16,825 | +13.1% | 1.38% | +19.5% |
| Q3 2020 | $2,622,000 | +17.8% | 14,875 | +9.6% | 1.16% | +7.8% |
| Q2 2020 | $2,225,000 | +33.6% | 13,576 | +7.3% | 1.07% | +15.4% |
| Q1 2020 | $1,665,000 | -20.0% | 12,648 | +8.2% | 0.93% | -4.7% |
| Q4 2019 | $2,082,000 | +9.1% | 11,687 | +2.6% | 0.97% | -1.8% |
| Q3 2019 | $1,909,000 | +2.1% | 11,387 | +1.8% | 0.99% | -2.9% |
| Q2 2019 | $1,869,000 | +6.3% | 11,182 | +2.2% | 1.02% | +0.9% |
| Q1 2019 | $1,759,000 | +14.3% | 10,943 | -1.8% | 1.01% | +1.9% |
| Q4 2018 | $1,539,000 | -14.1% | 11,143 | +2.1% | 0.99% | -10.1% |
| Q3 2018 | $1,791,000 | +4.2% | 10,909 | 0.0% | 1.11% | -4.2% |
| Q2 2018 | $1,719,000 | +2.8% | 10,909 | +0.6% | 1.16% | -5.9% |
| Q1 2018 | $1,672,000 | -0.1% | 10,845 | +0.3% | 1.23% | +6.7% |
| Q4 2017 | $1,674,000 | +1.5% | 10,813 | -3.6% | 1.15% | -0.2% |
| Q3 2017 | $1,649,000 | +3.2% | 11,213 | 0.0% | 1.15% | -4.0% |
| Q2 2017 | $1,598,000 | +6.1% | 11,213 | +3.7% | 1.20% | +5.1% |
| Q1 2017 | $1,506,000 | +7.1% | 10,813 | +1.3% | 1.14% | +6.4% |
| Q4 2016 | $1,406,000 | +1.7% | 10,678 | 0.0% | 1.07% | +3.1% |
| Q3 2016 | $1,382,000 | +4.7% | 10,678 | 0.0% | 1.04% | +3.7% |
| Q2 2016 | $1,320,000 | +2.0% | 10,678 | 0.0% | 1.00% | -2.7% |
| Q1 2016 | $1,294,000 | -5.7% | 10,678 | -6.5% | 1.03% | -11.0% |
| Q4 2015 | $1,372,000 | – | 11,426 | – | 1.16% | – |
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% |