VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 975 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.52 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $14,363,157 | +0.2% | 68,974 | +6.0% | 2.85% | +5.7% |
Q2 2023 | $14,329,773 | +10.4% | 65,088 | +5.8% | 2.70% | -2.0% |
Q1 2023 | $12,981,269 | +26.7% | 61,546 | +22.4% | 2.76% | +18.9% |
Q4 2022 | $10,248,156 | +13.7% | 50,283 | +4.9% | 2.32% | +3.1% |
Q3 2022 | $9,011,000 | +32.2% | 47,936 | +38.5% | 2.25% | +36.5% |
Q2 2022 | $6,817,000 | -15.8% | 34,612 | +1.7% | 1.65% | -2.6% |
Q1 2022 | $8,092,000 | -2.6% | 34,021 | +4.3% | 1.69% | +1.3% |
Q4 2021 | $8,311,000 | +12.8% | 32,622 | +4.8% | 1.67% | +3.7% |
Q3 2021 | $7,370,000 | +7.1% | 31,129 | +7.4% | 1.61% | +3.7% |
Q2 2021 | $6,881,000 | +12.4% | 28,990 | +4.8% | 1.55% | +1.8% |
Q1 2021 | $6,121,000 | +13.8% | 27,655 | +6.3% | 1.52% | +3.1% |
Q4 2020 | $5,377,000 | +23.8% | 26,007 | +5.6% | 1.48% | +9.2% |
Q3 2020 | $4,343,000 | -3.1% | 24,637 | -9.9% | 1.35% | -11.5% |
Q2 2020 | $4,480,000 | +25.8% | 27,335 | +1.0% | 1.53% | +10.2% |
Q1 2020 | $3,562,000 | – | 27,058 | – | 1.39% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Fidato Wealth LLC | 101,763 | $19,145,000 | 26.17% |
Divergent Planning, LLC | 106,533 | $20,026,000 | 14.74% |
BCK Partners, Inc. | 107,851 | $20,274,000 | 14.66% |
JMG Financial Group, Ltd. | 1,137,454 | $213,819,000 | 13.89% |
TL Private Wealth | 117,203 | $22,325,000 | 13.86% |
Northwest Quadrant Wealth Management, LLC | 210,955 | $39,655,000 | 13.01% |
Axiom Financial Strategies, LLC | 123,884 | $23,288,000 | 12.38% |
Stone Asset Management Inc. | 95,885 | $18,024,000 | 11.76% |
Riverpoint Wealth Management Holdings, LLC | 146,459 | $27,531,000 | 11.71% |
Ballast, Inc. | 122,698 | $23,064,000 | 11.27% |