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 | $1,060,530 | +10.5% | 5,093 | +16.8% | 0.10% | +12.4% |
| Q2 2023 | $959,961 | -13.3% | 4,360 | -16.9% | 0.09% | -25.8% |
| Q1 2023 | $1,107,179 | +3.6% | 5,249 | +0.1% | 0.12% | -5.5% |
| Q4 2022 | $1,069,171 | -6.1% | 5,246 | -13.4% | 0.13% | -21.1% |
| Q3 2022 | $1,139,000 | -14.7% | 6,058 | -1.4% | 0.16% | -8.0% |
| Q2 2022 | $1,336,000 | -52.5% | 6,145 | -48.1% | 0.18% | -78.1% |
| Q1 2022 | $2,815,000 | +12.8% | 11,836 | +20.8% | 0.80% | +19.6% |
| Q4 2021 | $2,496,000 | +17.7% | 9,797 | +9.3% | 0.67% | +22.4% |
| Q3 2021 | $2,121,000 | +15.6% | 8,960 | +15.9% | 0.54% | +12.1% |
| Q2 2021 | $1,835,000 | +23.9% | 7,731 | +15.5% | 0.49% | +11.5% |
| Q1 2021 | $1,481,000 | +9.0% | 6,693 | +1.9% | 0.44% | +6.3% |
| Q4 2020 | $1,359,000 | +8.7% | 6,570 | -7.4% | 0.41% | +15.2% |
| Q3 2020 | $1,250,000 | +0.9% | 7,094 | -6.2% | 0.36% | -24.1% |
| Q2 2020 | $1,239,000 | +71.6% | 7,561 | +37.9% | 0.47% | +75.0% |
| Q1 2020 | $722,000 | +10214.3% | 5,481 | +13268.3% | 0.27% | +8833.3% |
| Q4 2019 | $7,000 | -89.6% | 41 | -91.5% | 0.00% | -87.5% |
| Q4 2018 | $67,000 | -30.9% | 482 | -19.7% | 0.02% | -44.2% |
| Q4 2017 | $97,000 | +870.0% | 600 | +757.1% | 0.04% | +975.0% |
| Q3 2017 | $10,000 | 0.0% | 70 | 0.0% | 0.00% | -33.3% |
| Q2 2017 | $10,000 | 0.0% | 70 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $10,000 | – | 70 | – | 0.01% | – |
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% |