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 | $4,824,086 | -7.5% | 23,166 | -2.2% | 0.43% | -2.5% |
| Q2 2023 | $5,214,707 | +2.1% | 23,686 | -2.2% | 0.44% | -3.1% |
| Q1 2023 | $5,107,635 | +2.0% | 24,216 | -1.4% | 0.46% | -0.9% |
| Q4 2022 | $5,006,787 | +12.8% | 24,566 | +4.0% | 0.46% | +3.1% |
| Q3 2022 | $4,440,000 | -4.7% | 23,621 | -0.1% | 0.44% | -3.3% |
| Q2 2022 | $4,658,000 | -16.8% | 23,646 | +0.4% | 0.46% | +0.4% |
| Q1 2022 | $5,600,000 | -4.6% | 23,546 | +2.2% | 0.46% | +1.1% |
| Q4 2021 | $5,872,000 | +8.8% | 23,049 | +1.1% | 0.45% | +31.7% |
| Q3 2021 | $5,398,000 | -0.2% | 22,799 | +0.0% | 0.34% | -2.3% |
| Q2 2021 | $5,409,000 | +7.2% | 22,791 | 0.0% | 0.35% | +4.8% |
| Q1 2021 | $5,045,000 | +12.3% | 22,791 | +4.9% | 0.34% | +8.4% |
| Q4 2020 | $4,493,000 | -1.6% | 21,730 | -16.1% | 0.31% | -10.9% |
| Q3 2020 | $4,568,000 | +6.9% | 25,915 | -0.6% | 0.35% | -3.6% |
| Q2 2020 | $4,274,000 | +20.7% | 26,075 | -3.0% | 0.36% | -21.2% |
| Q1 2020 | $3,540,000 | -25.8% | 26,890 | +0.5% | 0.46% | -6.1% |
| Q4 2019 | $4,769,000 | +3.8% | 26,765 | -2.4% | 0.49% | 0.0% |
| Q3 2019 | $4,594,000 | +0.1% | 27,412 | -0.1% | 0.49% | -33.2% |
| Q2 2019 | $4,588,000 | -0.2% | 27,445 | -4.0% | 0.73% | -1.6% |
| Q1 2019 | $4,597,000 | +14.5% | 28,595 | -1.6% | 0.74% | -3.8% |
| Q4 2018 | $4,015,000 | -16.7% | 29,055 | -1.0% | 0.77% | -2.4% |
| Q3 2018 | $4,820,000 | +3.8% | 29,355 | -0.3% | 0.79% | -2.2% |
| Q2 2018 | $4,643,000 | +4.6% | 29,455 | +2.3% | 0.81% | +8.5% |
| Q1 2018 | $4,439,000 | +3.2% | 28,784 | +3.6% | 0.74% | +1.6% |
| Q4 2017 | $4,300,000 | +7.4% | 27,784 | +2.0% | 0.73% | +5.9% |
| Q3 2017 | $4,003,000 | – | 27,234 | – | 0.69% | – |
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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% |