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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,564,971 | -10.6% | 12,317 | -5.5% | 0.13% | -12.8% |
| Q2 2023 | $2,869,199 | +8.7% | 13,032 | +4.1% | 0.15% | -1.3% |
| Q1 2023 | $2,639,484 | +0.4% | 12,514 | -3.0% | 0.15% | -8.5% |
| Q4 2022 | $2,628,928 | +1.0% | 12,899 | -6.9% | 0.16% | -16.7% |
| Q3 2022 | $2,604,000 | +29.0% | 13,853 | +35.2% | 0.20% | +11.2% |
| Q2 2022 | $2,018,000 | -17.6% | 10,244 | -0.5% | 0.18% | -4.3% |
| Q1 2022 | $2,448,000 | -7.9% | 10,294 | -1.3% | 0.19% | -5.1% |
| Q4 2021 | $2,657,000 | +20.8% | 10,430 | +12.3% | 0.20% | +9.5% |
| Q3 2021 | $2,199,000 | -0.5% | 9,288 | -0.3% | 0.18% | +27.9% |
| Q2 2021 | $2,211,000 | +26.2% | 9,317 | +17.7% | 0.14% | +11.1% |
| Q1 2021 | $1,752,000 | +36.4% | 7,916 | +27.5% | 0.13% | +17.8% |
| Q4 2020 | $1,284,000 | +35.6% | 6,208 | +15.6% | 0.11% | +12.6% |
| Q3 2020 | $947,000 | +33.4% | 5,371 | +24.0% | 0.10% | -2.1% |
| Q2 2020 | $710,000 | +0.9% | 4,333 | -19.0% | 0.10% | -4.0% |
| Q1 2020 | $704,000 | -61.1% | 5,347 | -47.3% | 0.10% | -52.8% |
| Q4 2019 | $1,808,000 | +24.8% | 10,148 | +18.2% | 0.21% | +8.6% |
| Q3 2019 | $1,449,000 | +55.6% | 8,585 | +53.6% | 0.20% | +45.9% |
| Q2 2019 | $931,000 | +100.6% | 5,589 | +93.7% | 0.14% | +75.3% |
| Q1 2019 | $464,000 | +57.3% | 2,885 | +35.1% | 0.08% | +35.1% |
| Q4 2018 | $295,000 | -5.1% | 2,136 | +12.8% | 0.06% | -14.9% |
| Q3 2018 | $311,000 | -6.3% | 1,894 | -10.1% | 0.07% | -21.2% |
| Q2 2018 | $332,000 | +101.2% | 2,107 | +92.2% | 0.08% | +93.2% |
| Q1 2018 | $165,000 | -5.7% | 1,096 | -0.5% | 0.04% | -4.3% |
| Q4 2017 | $175,000 | +1.7% | 1,101 | -5.2% | 0.05% | -37.0% |
| Q3 2017 | $172,000 | +1223.1% | 1,161 | +0.1% | 0.07% | +1116.7% |
| Q2 2017 | $13,000 | -89.1% | 1,160 | +34.3% | 0.01% | -92.4% |
| Q1 2017 | $119,000 | -2.5% | 864 | -5.8% | 0.08% | -14.1% |
| Q4 2016 | $122,000 | – | 917 | – | 0.09% | – |
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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% |