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 | $1,888,409 | -37.2% | 9,068 | -33.6% | 0.98% | -38.0% |
| Q2 2023 | $3,005,058 | +17.1% | 13,649 | +12.2% | 1.58% | +12.3% |
| Q1 2023 | $2,566,776 | +17.5% | 12,169 | +13.6% | 1.40% | +5.8% |
| Q4 2022 | $2,183,809 | -10.9% | 10,715 | -17.8% | 1.32% | -11.9% |
| Q3 2022 | $2,450,000 | -3.9% | 13,034 | +0.7% | 1.50% | -11.9% |
| Q2 2022 | $2,550,000 | -14.7% | 12,947 | +3.0% | 1.71% | -5.5% |
| Q1 2022 | $2,988,000 | +25.5% | 12,564 | +34.5% | 1.81% | +23.9% |
| Q4 2021 | $2,381,000 | +25.8% | 9,344 | +16.9% | 1.46% | +16.7% |
| Q3 2021 | $1,892,000 | +0.7% | 7,992 | +1.0% | 1.25% | -5.2% |
| Q2 2021 | $1,878,000 | -9.9% | 7,912 | -16.0% | 1.32% | -9.4% |
| Q1 2021 | $2,085,000 | -0.3% | 9,422 | -6.8% | 1.45% | -6.4% |
| Q4 2020 | $2,091,000 | +38.0% | 10,113 | +17.7% | 1.55% | +20.0% |
| Q3 2020 | $1,515,000 | -3.4% | 8,594 | -10.2% | 1.29% | -8.0% |
| Q2 2020 | $1,569,000 | +26.2% | 9,575 | +1.4% | 1.41% | +14.1% |
| Q1 2020 | $1,243,000 | +64.9% | 9,445 | +123.2% | 1.23% | +98.6% |
| Q4 2019 | $754,000 | -5.4% | 4,231 | -11.0% | 0.62% | -13.4% |
| Q3 2019 | $797,000 | +21.7% | 4,756 | +23.3% | 0.72% | +19.5% |
| Q2 2019 | $655,000 | +4.1% | 3,857 | -0.3% | 0.60% | -1.3% |
| Q1 2019 | $629,000 | +19.6% | 3,867 | +1.7% | 0.61% | +6.5% |
| Q4 2018 | $526,000 | – | 3,804 | – | 0.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Divergent Planning, LLC | 93,555 | $22,568,000 | 18.25% |
| JMG Financial Group, Ltd. | 1,364,599 | $323,082,000 | 18.03% |
| SEARCY FINANCIAL SERVICES INC /ADV | 117,250 | $27,760,000 | 16.96% |
| BCK Partners, Inc. | 111,104 | $26,305,000 | 16.70% |
| FIDELIS iM, LLC | 105,229 | $24,914,000 | 15.46% |
| TL Private Wealth | 108,927 | $27,501,000 | 15.03% |
| Larson Financial Group LLC | 314,131 | $74,374,000 | 14.76% |
| Northwest Quadrant Wealth Management, LLC | 186,847 | $44,735,000 | 12.82% |
| Riverpoint Wealth Management Holdings, LLC | 142,799 | $33,809,000 | 11.87% |
| Ballast, Inc. | 113,914 | $26,970,000 | 11.37% |