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 | $18,780,914 | -3.8% | 90,189 | +1.8% | 11.34% | +0.1% |
| Q2 2023 | $19,514,352 | +5.5% | 88,637 | +1.0% | 11.33% | -0.6% |
| Q1 2023 | $18,503,926 | +3.8% | 87,730 | +0.3% | 11.40% | +10.1% |
| Q4 2022 | $17,819,399 | +10.1% | 87,431 | +1.6% | 10.36% | +1.0% |
| Q3 2022 | $16,178,000 | -3.0% | 86,062 | +1.6% | 10.25% | -1.0% |
| Q2 2022 | $16,681,000 | -15.1% | 84,687 | +2.5% | 10.35% | -10.2% |
| Q1 2022 | $19,647,000 | -34.9% | 82,607 | -30.3% | 11.53% | -14.6% |
| Q4 2021 | $30,176,000 | +8.7% | 118,444 | +1.0% | 13.51% | -20.4% |
| Q3 2021 | $27,760,000 | +36.1% | 117,250 | +36.4% | 16.96% | +37.2% |
| Q2 2021 | $20,402,000 | +6.5% | 85,959 | -0.7% | 12.36% | +1.8% |
| Q1 2021 | $19,156,000 | +4.4% | 86,544 | -2.5% | 12.14% | +10.7% |
| Q4 2020 | $18,346,000 | +16.5% | 88,726 | -0.7% | 10.96% | -6.9% |
| Q3 2020 | $15,747,000 | +8.6% | 89,340 | +1.0% | 11.78% | -2.5% |
| Q2 2020 | $14,498,000 | +120.6% | 88,450 | +77.2% | 12.08% | +29.5% |
| Q1 2020 | $6,572,000 | -57.4% | 49,918 | -42.4% | 9.33% | -15.9% |
| Q4 2019 | $15,440,000 | +3.6% | 86,657 | -2.6% | 11.08% | +0.4% |
| Q3 2019 | $14,906,000 | -2.2% | 88,936 | -2.4% | 11.04% | -7.7% |
| Q2 2019 | $15,239,000 | +3.3% | 91,163 | -0.6% | 11.96% | -1.0% |
| Q1 2019 | $14,748,000 | +16.9% | 91,745 | +0.5% | 12.09% | -24.5% |
| Q4 2018 | $12,616,000 | – | 91,303 | – | 16.00% | – |
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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% |