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 | $3,672 | +4.6% | 17,635 | +10.6% | 0.67% | +6.7% |
| Q2 2023 | $3,509 | +55.2% | 15,940 | +47.0% | 0.63% | +43.8% |
| Q1 2023 | $2,261 | +21.4% | 10,841 | +20.9% | 0.44% | +13.8% |
| Q4 2022 | $1,863 | -99.9% | 8,965 | +31.3% | 0.38% | +17.7% |
| Q3 2022 | $1,312,000 | +0.9% | 6,828 | +4.9% | 0.33% | -1.5% |
| Q2 2022 | $1,300,000 | -33.2% | 6,510 | -21.3% | 0.33% | -7.8% |
| Q1 2022 | $1,947,000 | -8.7% | 8,275 | -1.8% | 0.36% | -7.9% |
| Q4 2021 | $2,133,000 | +47.8% | 8,424 | +40.0% | 0.39% | +29.5% |
| Q3 2021 | $1,443,000 | +0.3% | 6,017 | -0.7% | 0.30% | -2.9% |
| Q2 2021 | $1,439,000 | +6.4% | 6,062 | -0.8% | 0.31% | -3.4% |
| Q1 2021 | $1,352,000 | +9.0% | 6,109 | +1.9% | 0.32% | +1.9% |
| Q4 2020 | $1,240,000 | +15.0% | 5,996 | +1.9% | 0.32% | +1.0% |
| Q3 2020 | $1,078,000 | +12.9% | 5,883 | +1.0% | 0.31% | +3.0% |
| Q2 2020 | $955,000 | +45.8% | 5,827 | +17.1% | 0.30% | +15.2% |
| Q1 2020 | $655,000 | +20.0% | 4,977 | +62.5% | 0.26% | +31.3% |
| Q4 2019 | $546,000 | +22.7% | 3,062 | +11.9% | 0.20% | +3.6% |
| Q3 2019 | $445,000 | -17.7% | 2,736 | -14.8% | 0.19% | -18.1% |
| Q2 2019 | $541,000 | +72.8% | 3,211 | +64.7% | 0.24% | +34.7% |
| Q1 2019 | $313,000 | +18.1% | 1,950 | +1.5% | 0.18% | -2.8% |
| Q4 2018 | $265,000 | -15.9% | 1,921 | 0.0% | 0.18% | -11.7% |
| Q3 2018 | $315,000 | +4.0% | 1,921 | 0.0% | 0.20% | -13.5% |
| Q2 2018 | $303,000 | +10.6% | 1,921 | +8.3% | 0.24% | +2.2% |
| Q1 2018 | $274,000 | +1.1% | 1,774 | +1.4% | 0.23% | -0.4% |
| Q4 2017 | $271,000 | – | 1,750 | – | 0.23% | – |
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% |