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 | $6,926,687 | +0.3% | 33,263 | +6.0% | 2.13% | +4.3% |
| Q2 2023 | $6,907,959 | +3.1% | 31,377 | -1.2% | 2.04% | -7.0% |
| Q1 2023 | $6,697,132 | +6.5% | 31,752 | +2.9% | 2.20% | -3.3% |
| Q4 2022 | $6,288,150 | +11.8% | 30,853 | +3.2% | 2.27% | +0.4% |
| Q3 2022 | $5,622,000 | -9.6% | 29,909 | -5.3% | 2.26% | -7.6% |
| Q2 2022 | $6,220,000 | -14.6% | 31,578 | +3.1% | 2.45% | +6.6% |
| Q1 2022 | $7,285,000 | -2.9% | 30,630 | +4.0% | 2.30% | -9.1% |
| Q4 2021 | $7,504,000 | +1.4% | 29,453 | -5.7% | 2.53% | -28.8% |
| Q3 2021 | $7,397,000 | -8.2% | 31,244 | -7.9% | 3.55% | +12.9% |
| Q2 2021 | $8,055,000 | +7.9% | 33,938 | +0.6% | 3.15% | -0.7% |
| Q1 2021 | $7,468,000 | +10.7% | 33,741 | +3.4% | 3.17% | +2.4% |
| Q4 2020 | $6,744,000 | +15.3% | 32,616 | -1.7% | 3.10% | -5.6% |
| Q3 2020 | $5,849,000 | +7.2% | 33,183 | -0.3% | 3.28% | -7.9% |
| Q2 2020 | $5,455,000 | +6.4% | 33,280 | -14.6% | 3.56% | -8.5% |
| Q1 2020 | $5,129,000 | +86.1% | 38,958 | +151.9% | 3.89% | +95.0% |
| Q4 2019 | $2,756,000 | -27.5% | 15,467 | -31.8% | 2.00% | -28.8% |
| Q3 2019 | $3,802,000 | +45.3% | 22,683 | +44.9% | 2.80% | +25.7% |
| Q2 2019 | $2,617,000 | -6.8% | 15,657 | -10.4% | 2.23% | -11.3% |
| Q1 2019 | $2,809,000 | -16.7% | 17,473 | -19.3% | 2.51% | -5.4% |
| Q4 2018 | $3,374,000 | – | 21,647 | – | 2.66% | – |
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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% |