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 | $6,569,478 | -9.8% | 32,117 | -2.9% | 0.33% | -7.0% |
| Q2 2023 | $7,280,732 | +6.8% | 33,070 | -0.6% | 0.36% | -1.7% |
| Q1 2023 | $6,817,572 | +25.4% | 33,258 | +24.7% | 0.36% | -3.2% |
| Q4 2022 | $5,437,153 | +18.0% | 26,678 | +18.1% | 0.37% | +7.2% |
| Q3 2022 | $4,606,000 | -15.9% | 22,581 | -18.8% | 0.35% | -20.7% |
| Q2 2022 | $5,477,000 | -11.5% | 27,808 | -6.8% | 0.44% | -9.5% |
| Q1 2022 | $6,186,000 | +39.7% | 29,836 | +59.5% | 0.49% | +11.0% |
| Q3 2021 | $4,429,000 | +8.8% | 18,705 | +9.1% | 0.44% | +5.0% |
| Q2 2021 | $4,070,000 | +13.2% | 17,149 | +5.6% | 0.42% | -1.0% |
| Q1 2021 | $3,596,000 | +18.4% | 16,245 | +10.6% | 0.42% | +10.5% |
| Q4 2020 | $3,038,000 | +19.4% | 14,694 | +1.8% | 0.38% | +2.1% |
| Q3 2020 | $2,545,000 | +27.6% | 14,437 | +18.7% | 0.37% | +17.3% |
| Q2 2020 | $1,994,000 | +94.5% | 12,166 | +56.2% | 0.32% | +63.9% |
| Q1 2020 | $1,025,000 | -28.8% | 7,787 | -3.6% | 0.19% | -12.2% |
| Q4 2019 | $1,440,000 | -32.3% | 8,080 | -36.3% | 0.22% | -36.7% |
| Q3 2019 | $2,126,000 | -9.7% | 12,683 | -10.0% | 0.35% | -22.6% |
| Q2 2019 | $2,355,000 | +36.2% | 14,088 | +31.0% | 0.45% | +7.9% |
| Q1 2019 | $1,729,000 | +11.8% | 10,758 | -3.8% | 0.42% | +5.8% |
| Q4 2018 | $1,546,000 | -21.0% | 11,186 | -6.2% | 0.40% | -10.8% |
| Q3 2018 | $1,958,000 | +4.2% | 11,927 | +0.1% | 0.44% | -6.7% |
| Q2 2018 | $1,879,000 | +27.8% | 11,917 | +25.0% | 0.48% | +17.3% |
| Q1 2018 | $1,470,000 | +19.5% | 9,532 | +19.9% | 0.40% | +19.8% |
| Q4 2017 | $1,230,000 | +117.3% | 7,949 | +106.6% | 0.34% | +44.4% |
| Q3 2017 | $566,000 | +212.7% | 3,848 | +203.0% | 0.23% | +175.3% |
| Q2 2017 | $181,000 | +47.2% | 1,270 | +43.7% | 0.08% | +23.2% |
| Q1 2017 | $123,000 | -88.9% | 884 | -89.5% | 0.07% | -90.7% |
| Q4 2016 | $1,104,000 | – | 8,383 | – | 0.74% | – |
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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% |