VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,260 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $512,000 | +110.7% | 2,157 | +96.1% | 0.17% | +18.4% |
| Q1 2021 | $243,000 | -12.9% | 1,100 | -18.5% | 0.14% | -23.4% |
| Q4 2020 | $279,000 | +17.2% | 1,350 | 0.0% | 0.18% | +2.8% |
| Q3 2020 | $238,000 | +7.7% | 1,350 | 0.0% | 0.18% | -5.3% |
| Q2 2020 | $221,000 | +2.3% | 1,350 | -17.7% | 0.19% | -3.6% |
| Q1 2020 | $216,000 | -37.6% | 1,640 | -13.2% | 0.20% | +21.7% |
| Q4 2019 | $346,000 | +9.1% | 1,890 | 0.0% | 0.16% | -1.2% |
| Q3 2019 | $317,000 | +0.3% | 1,890 | 0.0% | 0.16% | -1.8% |
| Q2 2019 | $316,000 | +3.9% | 1,890 | 0.0% | 0.17% | +4.4% |
| Q1 2019 | $304,000 | +508.0% | 1,890 | +425.0% | 0.16% | +1035.7% |
| Q4 2018 | $50,000 | -83.9% | 360 | -81.0% | 0.01% | -92.3% |
| Q3 2018 | $310,000 | +1.3% | 1,890 | -2.6% | 0.18% | -5.7% |
| Q2 2018 | $306,000 | +2.3% | 1,940 | 0.0% | 0.19% | -1.5% |
| Q1 2018 | $299,000 | +61.6% | 1,940 | +62.3% | 0.20% | +48.9% |
| Q4 2017 | $185,000 | – | 1,195 | – | 0.13% | – |
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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% |