VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,313 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,683,041 | +1.1% | 12,884 | +6.9% | 0.70% | +10.8% |
| Q2 2023 | $2,654,717 | +4.0% | 12,058 | -0.4% | 0.63% | -3.7% |
| Q1 2023 | $2,552,866 | +3.8% | 12,103 | +0.3% | 0.66% | -5.3% |
| Q4 2022 | $2,459,600 | +5.7% | 12,068 | -2.5% | 0.69% | -7.4% |
| Q3 2022 | $2,327,553 | -5.0% | 12,382 | -0.5% | 0.75% | -2.6% |
| Q2 2022 | $2,451,000 | -20.7% | 12,442 | -4.3% | 0.77% | -4.2% |
| Q1 2022 | $3,091,000 | -3.8% | 12,995 | +3.0% | 0.80% | -2.7% |
| Q4 2021 | $3,214,000 | +10.5% | 12,617 | +2.7% | 0.82% | -5.6% |
| Q3 2021 | $2,909,000 | +0.6% | 12,286 | +0.9% | 0.87% | +4.4% |
| Q2 2021 | $2,892,000 | +17.4% | 12,182 | +9.5% | 0.84% | -2.0% |
| Q1 2021 | $2,463,000 | +7.5% | 11,126 | +0.4% | 0.85% | +5.2% |
| Q4 2020 | $2,292,000 | +19.6% | 11,084 | +2.0% | 0.81% | +7.8% |
| Q3 2020 | $1,916,000 | +6.0% | 10,870 | -1.5% | 0.75% | -6.7% |
| Q2 2020 | $1,808,000 | +30.9% | 11,030 | +5.1% | 0.81% | +5.1% |
| Q1 2020 | $1,381,000 | -21.5% | 10,492 | +6.2% | 0.77% | +2.5% |
| Q4 2019 | $1,760,000 | +25.8% | 9,877 | +18.3% | 0.75% | +21.2% |
| Q3 2019 | $1,399,000 | +120.3% | 8,346 | +119.6% | 0.62% | +110.6% |
| Q2 2019 | $635,000 | -11.1% | 3,801 | -14.4% | 0.29% | -15.6% |
| Q1 2019 | $714,000 | +51.3% | 4,439 | +29.9% | 0.35% | +21.3% |
| Q4 2018 | $472,000 | – | 3,417 | – | 0.29% | – |
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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% |