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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $19,440,072 | -0.6% | 88,300 | -4.8% | 0.94% | -7.9% |
| Q1 2023 | $19,563,253 | +100203.8% | 92,752 | -3.1% | 1.02% | -0.5% |
| Q4 2022 | $19,504 | -99.9% | 95,699 | -22.8% | 1.02% | -24.5% |
| Q3 2022 | $23,305,000 | -7.8% | 123,974 | -3.4% | 1.36% | +2.0% |
| Q2 2022 | $25,278,000 | +68.9% | 128,332 | +103.9% | 1.33% | +80.5% |
| Q1 2022 | $14,968,000 | +1117.9% | 62,934 | +1205.1% | 0.74% | +1172.4% |
| Q4 2021 | $1,229,000 | +7.6% | 4,822 | 0.0% | 0.06% | -6.5% |
| Q3 2021 | $1,142,000 | +5.4% | 4,822 | +5.7% | 0.06% | -4.6% |
| Q2 2021 | $1,083,000 | +13.4% | 4,564 | +5.8% | 0.06% | -4.4% |
| Q1 2021 | $955,000 | +18.8% | 4,314 | +11.0% | 0.07% | -2.9% |
| Q4 2020 | $804,000 | +18.1% | 3,887 | +0.6% | 0.07% | +1.4% |
| Q3 2020 | $681,000 | +7.6% | 3,862 | 0.0% | 0.07% | -1.4% |
| Q2 2020 | $633,000 | +171.7% | 3,862 | +118.2% | 0.07% | +118.8% |
| Q1 2020 | $233,000 | -98.8% | 1,770 | -98.4% | 0.03% | -98.6% |
| Q4 2019 | $19,484,000 | +6.5% | 109,352 | +0.2% | 2.28% | -5.6% |
| Q3 2019 | $18,297,000 | +5.2% | 109,171 | +4.9% | 2.41% | -5.9% |
| Q2 2019 | $17,395,000 | +5.2% | 104,064 | +1.1% | 2.56% | -6.3% |
| Q1 2019 | $16,543,000 | +20.9% | 102,913 | +3.9% | 2.74% | +3.7% |
| Q4 2018 | $13,683,000 | +891.5% | 99,025 | +1078.2% | 2.64% | +934.9% |
| Q3 2018 | $1,380,000 | -6.5% | 8,405 | -10.2% | 0.26% | -16.1% |
| Q2 2018 | $1,476,000 | +2.3% | 9,360 | +0.0% | 0.30% | -11.6% |
| Q1 2018 | $1,443,000 | +6.3% | 9,358 | +6.7% | 0.34% | +1.5% |
| Q4 2017 | $1,358,000 | +5.4% | 8,772 | +0.0% | 0.34% | -19.1% |
| Q3 2017 | $1,289,000 | +3.1% | 8,768 | 0.0% | 0.42% | -11.6% |
| Q2 2017 | $1,250,000 | -2.7% | 8,768 | -5.0% | 0.47% | -15.2% |
| Q1 2017 | $1,285,000 | +5.8% | 9,230 | 0.0% | 0.56% | -10.8% |
| Q4 2016 | $1,215,000 | – | 9,230 | – | 0.63% | – |
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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% |