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 | $3,382,786 | -5.4% | 16,245 | +0.0% | 0.41% | -1.4% |
| Q2 2023 | $3,575,302 | +10.8% | 16,240 | +6.2% | 0.41% | +7.5% |
| Q1 2023 | $3,226,337 | +11.2% | 15,296 | +7.5% | 0.38% | +4.6% |
| Q4 2022 | $2,900,902 | +8.6% | 14,233 | +0.2% | 0.37% | -2.1% |
| Q3 2022 | $2,670,000 | +8.4% | 14,203 | +13.6% | 0.38% | +22.9% |
| Q2 2022 | $2,462,000 | +131.4% | 12,498 | +179.5% | 0.31% | +159.3% |
| Q1 2022 | $1,064,000 | +4.2% | 4,472 | +11.5% | 0.12% | +8.3% |
| Q4 2021 | $1,021,000 | +1.8% | 4,009 | -5.4% | 0.11% | -3.5% |
| Q3 2021 | $1,003,000 | +5.7% | 4,237 | +6.0% | 0.11% | +5.6% |
| Q2 2021 | $949,000 | +6.5% | 3,999 | -0.6% | 0.11% | +4.9% |
| Q1 2021 | $891,000 | +6.3% | 4,025 | -0.7% | 0.10% | +2.0% |
| Q4 2020 | $838,000 | +16.7% | 4,055 | -0.4% | 0.10% | +3.1% |
| Q3 2020 | $718,000 | +14.0% | 4,071 | +5.9% | 0.10% | +7.8% |
| Q2 2020 | $630,000 | +20.7% | 3,844 | -3.0% | 0.09% | +4.7% |
| Q1 2020 | $522,000 | +9.2% | 3,964 | +47.7% | 0.09% | +38.7% |
| Q4 2019 | $478,000 | +7.2% | 2,684 | +0.8% | 0.06% | -4.6% |
| Q3 2019 | $446,000 | +0.2% | 2,663 | +0.0% | 0.06% | 0.0% |
| Q2 2019 | $445,000 | +4.0% | 2,662 | +0.0% | 0.06% | +1.6% |
| Q1 2019 | $428,000 | -42.3% | 2,661 | -50.4% | 0.06% | -47.5% |
| Q4 2018 | $742,000 | +211.8% | 5,369 | +271.0% | 0.12% | +248.6% |
| Q3 2018 | $238,000 | +4.4% | 1,447 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $228,000 | +2.2% | 1,447 | 0.0% | 0.04% | -28.6% |
| Q1 2018 | $223,000 | -14.9% | 1,447 | -14.5% | 0.05% | -5.8% |
| Q4 2017 | $262,000 | +5.2% | 1,692 | 0.0% | 0.05% | +33.3% |
| Q3 2017 | $249,000 | +3.3% | 1,692 | 0.0% | 0.04% | -23.5% |
| Q2 2017 | $241,000 | +2.1% | 1,692 | 0.0% | 0.05% | +2.0% |
| Q1 2017 | $236,000 | – | 1,692 | – | 0.05% | – |
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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% |