VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,260 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $468,511 | +94740.3% | 2,249 | +0.0% | 0.07% | -2.8% |
| Q2 2023 | $494 | +7.4% | 2,248 | +0.1% | 0.07% | -5.3% |
| Q1 2023 | $460 | +36.9% | 2,246 | +36.0% | 0.08% | +5.6% |
| Q4 2022 | $336 | -99.9% | 1,651 | +24.6% | 0.07% | +22.4% |
| Q3 2022 | $249,000 | +3.3% | 1,325 | +8.1% | 0.06% | +7.4% |
| Q2 2022 | $241,000 | -17.5% | 1,226 | 0.0% | 0.05% | -3.6% |
| Q1 2022 | $292,000 | -6.4% | 1,226 | 0.0% | 0.06% | +3.7% |
| Q4 2021 | $312,000 | +32.8% | 1,226 | +23.3% | 0.05% | +20.0% |
| Q3 2021 | $235,000 | +6.8% | 994 | 0.0% | 0.04% | +2.3% |
| Q1 2021 | $220,000 | -66.2% | 994 | -74.9% | 0.04% | -73.0% |
| Q2 2020 | $650,000 | +24.5% | 3,964 | 0.0% | 0.16% | +7.2% |
| Q1 2020 | $522,000 | +14.5% | 3,964 | +54.8% | 0.15% | +40.7% |
| Q4 2019 | $456,000 | -99.7% | 2,561 | +209.3% | 0.11% | -95.8% |
| Q2 2018 | $130,526,000 | +364.8% | 828 | +354.9% | 2.57% | +492.9% |
| Q1 2018 | $28,080,000 | – | 182 | – | 0.43% | – |
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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% |