VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,260 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,493 | +20.1% | 16,776 | +27.0% | 1.24% | +14.8% |
| Q2 2023 | $2,908 | +2.9% | 13,208 | -1.4% | 1.08% | +3.3% |
| Q1 2023 | $2,826 | +3.9% | 13,398 | +0.4% | 1.05% | -3.0% |
| Q4 2022 | $2,721 | -99.9% | 13,350 | +31.5% | 1.08% | +21.1% |
| Q3 2022 | $1,908,000 | -3.4% | 10,152 | +1.2% | 0.89% | +5.2% |
| Q2 2022 | $1,976,000 | -16.5% | 10,031 | +0.8% | 0.85% | -0.9% |
| Q1 2022 | $2,367,000 | -6.0% | 9,951 | +0.7% | 0.86% | -2.2% |
| Q4 2021 | $2,517,000 | +15.2% | 9,881 | +7.1% | 0.88% | +2.7% |
| Q3 2021 | $2,185,000 | +2.1% | 9,230 | +2.3% | 0.85% | -1.2% |
| Q2 2021 | $2,141,000 | +6.4% | 9,022 | -0.8% | 0.86% | -15.6% |
| Q1 2021 | $2,012,000 | +13.0% | 9,092 | +5.5% | 1.02% | +7.5% |
| Q4 2020 | $1,781,000 | +13.5% | 8,615 | -3.2% | 0.95% | +2.0% |
| Q3 2020 | $1,569,000 | +4.5% | 8,904 | -2.8% | 0.93% | -5.9% |
| Q2 2020 | $1,502,000 | +74.2% | 9,164 | +40.0% | 0.99% | +29.0% |
| Q1 2020 | $862,000 | -36.8% | 6,544 | -14.6% | 0.77% | -23.9% |
| Q4 2019 | $1,365,000 | +7.5% | 7,662 | +1.1% | 1.01% | +3.9% |
| Q3 2019 | $1,270,000 | -1.7% | 7,578 | -2.0% | 0.97% | -6.2% |
| Q2 2019 | $1,292,000 | +3.2% | 7,730 | -0.8% | 1.04% | -2.6% |
| Q1 2019 | $1,252,000 | – | 7,789 | – | 1.06% | – |
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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% |