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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $225,340 | +8.3% | 1,106 | 0.0% | 0.06% | +5.6% |
Q3 2022 | $208,000 | -21.5% | 1,106 | -17.9% | 0.05% | -21.7% |
Q2 2022 | $265,000 | +3.5% | 1,347 | +25.0% | 0.07% | +23.2% |
Q1 2022 | $256,000 | +1.2% | 1,078 | +8.3% | 0.06% | -1.8% |
Q4 2021 | $253,000 | +7.2% | 995 | 0.0% | 0.06% | -3.4% |
Q3 2021 | $236,000 | 0.0% | 995 | 0.0% | 0.06% | -4.8% |
Q2 2021 | $236,000 | +5.4% | 995 | -1.5% | 0.06% | -6.1% |
Q1 2021 | $224,000 | +7.2% | 1,010 | 0.0% | 0.07% | -5.7% |
Q4 2020 | $209,000 | +23.7% | 1,010 | -0.3% | 0.07% | -6.7% |
Q2 2019 | $169,000 | +28.0% | 1,013 | +23.2% | 0.08% | +23.0% |
Q1 2019 | $132,000 | +38.9% | 822 | +19.5% | 0.06% | +22.0% |
Q4 2018 | $95,000 | -7.8% | 688 | +9.6% | 0.05% | +6.4% |
Q3 2018 | $103,000 | +4.0% | 628 | 0.0% | 0.05% | +9.3% |
Q2 2018 | $99,000 | +2.1% | 628 | 0.0% | 0.04% | -4.4% |
Q1 2018 | $97,000 | +1.0% | 628 | 0.0% | 0.04% | -2.2% |
Q4 2017 | $96,000 | +21.5% | 628 | +16.7% | 0.05% | +12.2% |
Q3 2017 | $79,000 | +192.6% | 538 | +186.2% | 0.04% | +192.9% |
Q2 2017 | $27,000 | 0.0% | 188 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $27,000 | +22.7% | 188 | +15.3% | 0.01% | +7.7% |
Q4 2016 | $22,000 | – | 163 | – | 0.01% | – |
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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% |