VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,042 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $151,599 | +1.6% | 728 | +7.4% | 0.07% | +7.5% |
| Q2 2023 | $149,268 | +35.3% | 678 | +29.6% | 0.07% | +26.4% |
| Q1 2023 | $110,311 | -19.6% | 523 | -22.3% | 0.05% | -23.2% |
| Q4 2022 | $137,164 | +8.0% | 673 | 0.0% | 0.07% | +4.5% |
| Q3 2022 | $127,000 | -4.5% | 673 | 0.0% | 0.07% | +1.5% |
| Q2 2022 | $133,000 | -20.4% | 673 | -4.0% | 0.06% | -5.8% |
| Q1 2022 | $167,000 | -6.7% | 701 | 0.0% | 0.07% | -1.4% |
| Q4 2021 | $179,000 | +7.8% | 701 | 0.0% | 0.07% | -5.4% |
| Q3 2021 | $166,000 | 0.0% | 701 | 0.0% | 0.07% | -6.3% |
| Q2 2021 | $166,000 | +7.1% | 701 | 0.0% | 0.08% | -7.1% |
| Q1 2021 | $155,000 | +59.8% | 701 | -2.6% | 0.08% | +11.8% |
| Q1 2020 | $97,000 | -24.2% | 720 | 0.0% | 0.08% | -1.3% |
| Q4 2019 | $128,000 | +5.8% | 720 | 0.0% | 0.08% | -3.8% |
| Q3 2019 | $121,000 | -1.6% | 720 | -2.0% | 0.08% | -2.4% |
| Q2 2019 | $123,000 | -12.8% | 735 | -16.5% | 0.08% | -21.2% |
| Q1 2019 | $141,000 | -19.4% | 880 | -30.7% | 0.10% | -33.3% |
| Q4 2018 | $175,000 | -16.3% | 1,270 | 0.0% | 0.16% | +7.6% |
| Q3 2018 | $209,000 | +4.5% | 1,270 | 0.0% | 0.14% | -3.3% |
| Q2 2018 | $200,000 | 0.0% | 1,270 | -1.9% | 0.15% | -5.1% |
| Q1 2018 | $200,000 | -3.4% | 1,295 | -3.4% | 0.16% | +7.5% |
| Q4 2017 | $207,000 | – | 1,340 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fidato Wealth LLC | 101,763 | $19,145,000 | 26.17% |
| Divergent Planning, LLC | 106,533 | $20,026,000 | 14.74% |
| BCK Partners, Inc. | 107,851 | $20,274,000 | 14.66% |
| JMG Financial Group, Ltd. | 1,137,454 | $213,819,000 | 13.89% |
| TL Private Wealth | 117,203 | $22,325,000 | 13.86% |
| Northwest Quadrant Wealth Management, LLC | 210,955 | $39,655,000 | 13.01% |
| Axiom Financial Strategies, LLC | 123,884 | $23,288,000 | 12.38% |
| Stone Asset Management Inc. | 95,885 | $18,024,000 | 11.76% |
| Riverpoint Wealth Management Holdings, LLC | 146,459 | $27,531,000 | 11.71% |
| Ballast, Inc. | 122,698 | $23,064,000 | 11.27% |