VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 859 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,080,942 | -8.8% | 9,993 | -3.6% | 1.40% | -4.4% |
| Q2 2023 | $2,281,958 | +3.8% | 10,365 | -0.5% | 1.46% | -0.7% |
| Q1 2023 | $2,197,997 | +2.8% | 10,421 | -0.6% | 1.48% | +0.9% |
| Q4 2022 | $2,137,152 | -13.0% | 10,486 | -19.8% | 1.46% | -16.5% |
| Q3 2022 | $2,457,000 | -4.9% | 13,071 | -0.4% | 1.75% | +12.0% |
| Q2 2022 | $2,584,000 | -17.3% | 13,121 | -0.1% | 1.56% | +2.4% |
| Q1 2022 | $3,123,000 | -7.4% | 13,131 | -0.8% | 1.52% | +1.3% |
| Q4 2021 | $3,371,000 | +6.6% | 13,231 | -1.0% | 1.50% | +4.6% |
| Q3 2021 | $3,163,000 | -1.2% | 13,361 | -0.9% | 1.44% | +2.9% |
| Q2 2021 | $3,201,000 | +6.3% | 13,486 | -0.9% | 1.40% | +2.4% |
| Q1 2021 | $3,011,000 | +6.8% | 13,605 | -0.2% | 1.37% | -15.8% |
| Q4 2020 | $2,818,000 | +14.1% | 13,630 | -2.7% | 1.62% | +1.2% |
| Q3 2020 | $2,470,000 | +7.5% | 14,015 | 0.0% | 1.60% | +1.4% |
| Q2 2020 | $2,297,000 | +23.2% | 14,015 | -1.1% | 1.58% | +4.2% |
| Q1 2020 | $1,865,000 | -26.4% | 14,165 | -0.4% | 1.52% | -5.4% |
| Q4 2019 | $2,533,000 | +15.2% | 14,215 | +8.4% | 1.60% | +2.2% |
| Q3 2019 | $2,198,000 | -0.2% | 13,115 | -0.5% | 1.57% | -1.7% |
| Q2 2019 | $2,202,000 | +6.8% | 13,175 | +2.7% | 1.60% | -0.3% |
| Q1 2019 | $2,062,000 | +14.2% | 12,825 | -1.8% | 1.60% | +0.7% |
| Q4 2018 | $1,805,000 | -11.8% | 13,060 | +4.8% | 1.59% | +4.4% |
| Q3 2018 | $2,046,000 | +4.1% | 12,460 | -0.1% | 1.52% | -2.6% |
| Q2 2018 | $1,966,000 | +2.9% | 12,470 | +0.7% | 1.56% | +2.0% |
| Q1 2018 | $1,910,000 | +2.5% | 12,385 | +2.9% | 1.53% | +3.3% |
| Q4 2017 | $1,863,000 | +1.6% | 12,035 | -1.6% | 1.48% | -2.8% |
| Q3 2017 | $1,833,000 | +9.6% | 12,235 | +4.3% | 1.53% | +1.9% |
| Q2 2017 | $1,672,000 | – | 11,728 | – | 1.50% | – |
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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% |