VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,048 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.19 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $68,464,000 | +18.5% | 388,427 | +10.2% | 2.41% | -41.6% |
| Q2 2020 | $57,757,000 | +29.1% | 352,369 | +3.7% | 4.13% | +6.1% |
| Q1 2020 | $44,739,000 | -10.8% | 339,837 | +20.8% | 3.89% | +15.8% |
| Q4 2019 | $50,133,000 | +9.9% | 281,361 | +3.4% | 3.36% | +0.8% |
| Q3 2019 | $45,621,000 | -0.1% | 272,201 | -0.3% | 3.34% | -2.3% |
| Q2 2019 | $45,660,000 | +15.0% | 273,151 | +10.6% | 3.42% | +14.1% |
| Q1 2019 | $39,700,000 | +25.6% | 246,970 | +8.0% | 2.99% | +6.5% |
| Q4 2018 | $31,612,000 | -2.8% | 228,773 | +15.5% | 2.81% | +5.0% |
| Q3 2018 | $32,509,000 | +20.0% | 197,995 | +15.2% | 2.68% | +9.1% |
| Q2 2018 | $27,098,000 | +19.8% | 171,896 | +17.2% | 2.46% | +15.3% |
| Q1 2018 | $22,612,000 | +23.5% | 146,628 | +23.9% | 2.13% | +19.6% |
| Q4 2017 | $18,312,000 | +33.7% | 118,309 | +27.0% | 1.78% | +19.3% |
| Q3 2017 | $13,698,000 | +19.4% | 93,186 | +15.8% | 1.49% | +9.9% |
| Q2 2017 | $11,469,000 | +20.3% | 80,476 | +17.5% | 1.36% | +0.2% |
| Q1 2017 | $9,535,000 | -3.9% | 68,481 | -9.2% | 1.36% | -8.6% |
| Q4 2016 | $9,927,000 | +40.0% | 75,416 | +37.7% | 1.48% | +34.3% |
| Q3 2016 | $7,089,000 | +63.9% | 54,765 | +56.6% | 1.10% | +53.3% |
| Q2 2016 | $4,325,000 | -4.5% | 34,981 | -6.3% | 0.72% | -9.8% |
| Q1 2016 | $4,527,000 | +5.8% | 37,345 | +4.8% | 0.80% | +0.4% |
| Q4 2015 | $4,279,000 | – | 35,623 | – | 0.80% | – |
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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% |