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 | $918,715 | -0.7% | 4,412 | +4.0% | 0.04% | +2.8% |
| Q2 2023 | $925,227 | +4.3% | 4,243 | +0.9% | 0.04% | -26.5% |
| Q1 2023 | $887,358 | +9.7% | 4,207 | +6.0% | 0.05% | +22.5% |
| Q4 2022 | $808,647 | +10.9% | 3,968 | +3.2% | 0.04% | +5.3% |
| Q3 2022 | $729,000 | +1.7% | 3,846 | +5.6% | 0.04% | +2.7% |
| Q2 2022 | $717,000 | -34.1% | 3,641 | -20.4% | 0.04% | -28.8% |
| Q1 2022 | $1,088,000 | -5.1% | 4,575 | +1.7% | 0.05% | -3.7% |
| Q4 2021 | $1,147,000 | +12.2% | 4,500 | +4.2% | 0.05% | +5.9% |
| Q3 2021 | $1,022,000 | -36.7% | 4,318 | -36.5% | 0.05% | -40.0% |
| Q2 2021 | $1,614,000 | +18.1% | 6,801 | +10.1% | 0.08% | +1.2% |
| Q1 2021 | $1,367,000 | +13.3% | 6,177 | +5.9% | 0.08% | -3.4% |
| Q4 2020 | $1,207,000 | +23.4% | 5,835 | +4.5% | 0.09% | -2.2% |
| Q3 2020 | $978,000 | +15.1% | 5,584 | +7.7% | 0.09% | -2.2% |
| Q2 2020 | $850,000 | +17.4% | 5,187 | -5.6% | 0.09% | -7.1% |
| Q1 2020 | $724,000 | -21.7% | 5,497 | +5.9% | 0.10% | -14.0% |
| Q4 2019 | $925,000 | +2.5% | 5,189 | -3.6% | 0.11% | -10.9% |
| Q3 2019 | $902,000 | +15.3% | 5,381 | +15.0% | 0.13% | +4.9% |
| Q2 2019 | $782,000 | +18.1% | 4,679 | +13.5% | 0.12% | +4.3% |
| Q1 2019 | $662,000 | +43.9% | 4,121 | +22.5% | 0.12% | +19.4% |
| Q4 2018 | $460,000 | – | 3,364 | – | 0.10% | – |
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% |