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 | $15,470,778 | -4.5% | 74,293 | +1.0% | 5.29% | +0.1% |
| Q2 2023 | $16,198,937 | +4.9% | 73,578 | +0.5% | 5.28% | +1.2% |
| Q1 2023 | $15,434,919 | +5.5% | 73,179 | +2.0% | 5.22% | +15.5% |
| Q4 2022 | $14,629,282 | -1.8% | 71,779 | -9.4% | 4.52% | -12.0% |
| Q3 2022 | $14,896,000 | +0.7% | 79,244 | +5.5% | 5.13% | -16.7% |
| Q2 2022 | $14,798,000 | -8.7% | 75,128 | +10.2% | 6.16% | +1.5% |
| Q1 2022 | $16,215,000 | +2.8% | 68,177 | +1.4% | 6.07% | +7.8% |
| Q4 2021 | $15,776,000 | +1.9% | 67,222 | -0.2% | 5.63% | -7.9% |
| Q1 2021 | $15,476,000 | +7.1% | 67,349 | +1.1% | 6.11% | +1.8% |
| Q4 2020 | $14,447,000 | +28.0% | 66,645 | +5.0% | 6.00% | +37.4% |
| Q3 2020 | $11,290,000 | +13.9% | 63,474 | +5.0% | 4.36% | +46.4% |
| Q2 2020 | $9,912,000 | +43.9% | 60,474 | +9.2% | 2.98% | +29.8% |
| Q1 2020 | $6,886,000 | -34.0% | 55,384 | -2.8% | 2.30% | -22.2% |
| Q4 2019 | $10,438,000 | +2.0% | 56,992 | -4.5% | 2.95% | +1.0% |
| Q3 2019 | $10,236,000 | -0.1% | 59,686 | -2.6% | 2.92% | -3.0% |
| Q2 2019 | $10,243,000 | +5.2% | 61,277 | +1.2% | 3.02% | -0.4% |
| Q1 2019 | $9,738,000 | +25.4% | 60,580 | +7.8% | 3.03% | -30.7% |
| Q4 2018 | $7,766,000 | -3.4% | 56,202 | -0.1% | 4.36% | -2.2% |
| Q3 2018 | $8,041,000 | -4.0% | 56,237 | +5.8% | 4.46% | -9.2% |
| Q2 2018 | $8,378,000 | +3.7% | 53,143 | +1.4% | 4.92% | +4.3% |
| Q1 2018 | $8,079,000 | +2.3% | 52,391 | +2.7% | 4.72% | +3.4% |
| Q4 2017 | $7,896,000 | – | 51,014 | – | 4.56% | – |
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% |