VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,078,683 | -5.4% | 5,180 | 0.0% | 0.24% | +1.7% |
| Q2 2023 | $1,140,429 | +4.4% | 5,180 | 0.0% | 0.24% | +4.8% |
| Q1 2023 | $1,092,566 | +3.5% | 5,180 | 0.0% | 0.23% | +6.0% |
| Q4 2022 | $1,055,736 | +8.4% | 5,180 | 0.0% | 0.22% | -2.7% |
| Q3 2022 | $974,000 | -4.5% | 5,180 | 0.0% | 0.22% | -12.5% |
| Q2 2022 | $1,020,000 | -17.2% | 5,180 | 0.0% | 0.26% | -3.4% |
| Q1 2022 | $1,232,000 | -6.7% | 5,180 | 0.0% | 0.26% | +5.2% |
| Q4 2021 | $1,320,000 | +10.9% | 5,180 | +3.0% | 0.25% | -12.5% |
| Q3 2021 | $1,190,000 | +4.9% | 5,028 | +5.2% | 0.29% | -10.9% |
| Q2 2021 | $1,134,000 | +158.9% | 4,778 | +141.6% | 0.32% | +136.8% |
| Q1 2021 | $438,000 | +7.1% | 1,978 | 0.0% | 0.14% | +10.6% |
| Q4 2020 | $409,000 | +17.2% | 1,978 | 0.0% | 0.12% | -36.9% |
| Q3 2020 | $349,000 | +26.9% | 1,978 | +17.7% | 0.20% | +17.5% |
| Q2 2020 | $275,000 | +24.4% | 1,680 | 0.0% | 0.17% | +14.5% |
| Q1 2020 | $221,000 | -26.1% | 1,680 | 0.0% | 0.14% | +20.8% |
| Q4 2019 | $299,000 | +6.0% | 1,680 | 0.0% | 0.12% | -1.6% |
| Q3 2019 | $282,000 | 0.0% | 1,680 | 0.0% | 0.12% | -20.3% |
| Q2 2019 | $282,000 | +4.1% | 1,680 | 0.0% | 0.15% | +10.9% |
| Q1 2019 | $271,000 | +16.8% | 1,680 | 0.0% | 0.14% | +5.3% |
| Q4 2018 | $232,000 | -20.0% | 1,680 | -4.5% | 0.13% | -5.1% |
| Q3 2018 | $290,000 | +4.7% | 1,760 | 0.0% | 0.14% | 0.0% |
| Q2 2018 | $277,000 | +2.2% | 1,760 | 0.0% | 0.14% | +15.0% |
| Q1 2018 | $271,000 | -0.4% | 1,760 | 0.0% | 0.12% | -2.4% |
| Q4 2017 | $272,000 | – | 1,760 | – | 0.12% | – |
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% |