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 | $502,687 | -12.8% | 2,414 | -7.8% | 0.02% | -11.5% |
| Q2 2023 | $576,582 | +12.0% | 2,619 | +7.3% | 0.03% | 0.0% |
| Q1 2023 | $514,616 | +5.2% | 2,440 | +1.6% | 0.03% | -3.7% |
| Q4 2022 | $489,320 | -16.6% | 2,401 | -23.1% | 0.03% | -12.9% |
| Q3 2022 | $587,000 | -4.6% | 3,121 | +0.0% | 0.03% | -20.5% |
| Q2 2022 | $615,000 | -21.2% | 3,120 | -4.9% | 0.04% | -26.4% |
| Q1 2022 | $780,000 | -1.8% | 3,281 | +5.3% | 0.05% | +8.2% |
| Q4 2021 | $794,000 | +5.0% | 3,116 | -2.5% | 0.05% | -5.8% |
| Q3 2021 | $756,000 | -0.8% | 3,195 | -0.4% | 0.05% | -5.5% |
| Q2 2021 | $762,000 | +61.4% | 3,209 | +50.5% | 0.06% | +41.0% |
| Q1 2021 | $472,000 | -18.6% | 2,132 | -23.9% | 0.04% | -30.4% |
| Q4 2020 | $580,000 | +17.4% | 2,803 | 0.0% | 0.06% | +1.8% |
| Q3 2020 | $494,000 | +22.9% | 2,803 | +14.3% | 0.06% | +5.8% |
| Q2 2020 | $402,000 | +44.1% | 2,452 | +15.7% | 0.05% | +15.6% |
| Q1 2020 | $279,000 | -36.2% | 2,119 | -13.7% | 0.04% | -29.7% |
| Q4 2019 | $437,000 | +8.4% | 2,454 | +2.0% | 0.06% | -1.5% |
| Q3 2019 | $403,000 | +4.4% | 2,405 | +4.1% | 0.06% | -1.5% |
| Q2 2019 | $386,000 | +2.9% | 2,310 | -0.9% | 0.07% | -4.3% |
| Q1 2019 | $375,000 | +8.4% | 2,330 | -6.9% | 0.07% | -11.5% |
| Q4 2018 | $346,000 | -8.2% | 2,504 | +9.0% | 0.08% | -17.9% |
| Q3 2018 | $377,000 | +4.1% | 2,298 | 0.0% | 0.10% | -3.1% |
| Q2 2018 | $362,000 | +2.3% | 2,298 | 0.0% | 0.10% | -3.0% |
| Q1 2018 | $354,000 | -49.1% | 2,298 | -48.8% | 0.10% | -51.0% |
| Q4 2017 | $695,000 | +19.2% | 4,488 | +13.2% | 0.21% | -5.5% |
| Q3 2017 | $583,000 | -8.5% | 3,965 | -11.3% | 0.22% | -18.4% |
| Q2 2017 | $637,000 | +25.1% | 4,470 | +15.5% | 0.27% | +2.3% |
| Q4 2016 | $509,000 | – | 3,869 | – | 0.26% | – |
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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% |