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 | $1,921,014 | +17.6% | 9,225 | +24.3% | 0.98% | +22.6% |
| Q2 2023 | $1,633,367 | +33.3% | 7,419 | +27.7% | 0.80% | +22.7% |
| Q1 2023 | $1,225,656 | +1547.6% | 5,811 | +1492.1% | 0.65% | +2063.3% |
| Q4 2022 | $74,391 | +11.0% | 365 | +1.7% | 0.03% | -21.1% |
| Q3 2022 | $67,000 | -5.6% | 359 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $71,000 | -16.5% | 359 | 0.0% | 0.04% | -7.3% |
| Q1 2022 | $85,000 | -6.6% | 359 | 0.0% | 0.04% | +7.9% |
| Q4 2021 | $91,000 | +7.1% | 359 | 0.0% | 0.04% | +2.7% |
| Q3 2021 | $85,000 | 0.0% | 359 | 0.0% | 0.04% | +2.8% |
| Q2 2021 | $85,000 | +16.4% | 359 | +8.8% | 0.04% | +9.1% |
| Q1 2021 | $73,000 | +7.4% | 330 | 0.0% | 0.03% | -5.7% |
| Q4 2020 | $68,000 | +17.2% | 330 | 0.0% | 0.04% | +2.9% |
| Q3 2020 | $58,000 | -6.5% | 330 | -12.7% | 0.03% | 0.0% |
| Q2 2020 | $62,000 | +24.0% | 378 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $50,000 | -66.9% | 378 | -55.5% | 0.03% | -59.0% |
| Q4 2019 | $151,000 | -62.1% | 849 | -64.2% | 0.08% | -65.7% |
| Q3 2019 | $398,000 | -5.7% | 2,373 | -6.1% | 0.24% | -6.2% |
| Q2 2019 | $422,000 | -1.9% | 2,526 | -5.5% | 0.26% | -4.8% |
| Q1 2019 | $430,000 | +13.2% | 2,672 | -2.9% | 0.27% | +8.0% |
| Q4 2018 | $380,000 | -15.9% | 2,752 | 0.0% | 0.25% | -15.8% |
| Q3 2018 | $452,000 | +4.1% | 2,752 | 0.0% | 0.30% | -10.2% |
| Q2 2018 | $434,000 | +0.9% | 2,752 | -1.2% | 0.33% | -12.6% |
| Q1 2018 | $430,000 | -12.6% | 2,786 | -12.4% | 0.38% | +4.4% |
| Q4 2017 | $492,000 | +1.2% | 3,180 | -3.8% | 0.36% | -6.9% |
| Q3 2017 | $486,000 | -25.2% | 3,306 | -27.5% | 0.39% | -24.5% |
| Q2 2017 | $650,000 | -6.6% | 4,559 | -8.8% | 0.52% | -3.7% |
| Q1 2017 | $696,000 | -10.3% | 4,998 | -15.2% | 0.54% | -13.5% |
| Q4 2016 | $776,000 | -10.1% | 5,897 | -11.6% | 0.62% | -11.3% |
| Q3 2016 | $863,000 | -14.0% | 6,668 | -17.8% | 0.70% | -17.3% |
| Q2 2016 | $1,003,000 | -14.5% | 8,110 | -16.2% | 0.85% | -24.6% |
| Q1 2016 | $1,173,000 | -4.2% | 9,679 | -5.1% | 1.12% | -10.7% |
| Q4 2015 | $1,225,000 | +48.1% | 10,196 | +43.8% | 1.26% | +21.4% |
| Q3 2015 | $827,000 | +127.8% | 7,091 | +148.6% | 1.04% | +123.8% |
| Q2 2015 | $363,000 | -14.8% | 2,852 | -11.1% | 0.46% | -28.5% |
| Q1 2015 | $426,000 | +10.4% | 3,207 | +2.7% | 0.65% | -4.4% |
| Q4 2014 | $386,000 | – | 3,124 | – | 0.68% | – |
Download | ||||||
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% |