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 | $2,477,210 | -4.8% | 11,896 | +0.6% | 1.14% | -2.0% |
| Q2 2023 | $2,602,372 | +7.1% | 11,820 | +2.6% | 1.16% | -0.8% |
| Q1 2023 | $2,429,545 | +3.8% | 11,519 | +0.3% | 1.17% | -2.3% |
| Q4 2022 | $2,339,923 | +13.8% | 11,481 | +4.9% | 1.20% | +8.3% |
| Q3 2022 | $2,057,000 | +3.2% | 10,941 | +8.1% | 1.11% | +5.8% |
| Q2 2022 | $1,994,000 | -6.6% | 10,124 | +12.8% | 1.05% | +6.5% |
| Q1 2022 | $2,136,000 | +2.4% | 8,979 | +9.7% | 0.98% | +5.1% |
| Q4 2021 | $2,085,000 | +14.7% | 8,185 | +6.6% | 0.94% | +3.7% |
| Q3 2021 | $1,818,000 | +0.7% | 7,680 | +0.9% | 0.90% | -1.6% |
| Q2 2021 | $1,806,000 | +7.4% | 7,610 | +0.2% | 0.92% | -1.0% |
| Q1 2021 | $1,681,000 | +5.3% | 7,596 | -1.6% | 0.93% | -1.5% |
| Q4 2020 | $1,596,000 | +18.3% | 7,717 | +0.8% | 0.94% | +4.8% |
| Q3 2020 | $1,349,000 | +7.8% | 7,653 | +0.3% | 0.90% | -2.4% |
| Q2 2020 | $1,251,000 | +28.4% | 7,631 | +3.2% | 0.92% | +7.9% |
| Q1 2020 | $974,000 | -17.8% | 7,395 | +11.2% | 0.85% | +1.3% |
| Q4 2019 | $1,185,000 | +5.5% | 6,649 | -0.7% | 0.84% | -24.2% |
| Q3 2019 | $1,123,000 | +4.3% | 6,699 | +4.0% | 1.11% | +3.8% |
| Q2 2019 | $1,077,000 | +2.0% | 6,442 | -2.0% | 1.07% | -2.3% |
| Q1 2019 | $1,056,000 | +15.8% | 6,572 | -0.4% | 1.09% | +5.1% |
| Q4 2018 | $912,000 | +1.1% | 6,597 | +20.1% | 1.04% | +19.4% |
| Q3 2018 | $902,000 | +3.7% | 5,495 | -0.4% | 0.87% | -6.8% |
| Q2 2018 | $870,000 | +2.6% | 5,518 | +0.3% | 0.94% | +0.9% |
| Q1 2018 | $848,000 | +0.7% | 5,501 | +1.1% | 0.93% | +0.5% |
| Q4 2017 | $842,000 | – | 5,439 | – | 0.92% | – |
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% |