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 | $10,438,497 | -4.2% | 50,127 | +1.3% | 2.80% | +8.4% |
| Q2 2023 | $10,891,964 | +2.9% | 49,473 | -1.4% | 2.59% | +2.7% |
| Q1 2023 | $10,580,928 | +8.0% | 50,166 | +4.4% | 2.52% | +4.0% |
| Q4 2022 | $9,794,304 | +12.1% | 48,056 | +3.4% | 2.42% | +1.2% |
| Q3 2022 | $8,737,000 | -1.7% | 46,480 | +3.0% | 2.39% | +2.9% |
| Q2 2022 | $8,889,000 | -13.2% | 45,128 | +4.8% | 2.32% | +7.1% |
| Q1 2022 | $10,242,000 | -3.1% | 43,064 | +3.8% | 2.17% | -8.2% |
| Q4 2021 | $10,570,000 | +7.7% | 41,487 | +0.1% | 2.36% | +7.5% |
| Q3 2021 | $9,811,000 | -31.9% | 41,438 | -44.2% | 2.20% | +6.0% |
| Q2 2021 | $14,417,000 | +67.3% | 74,311 | +90.9% | 2.08% | -2.9% |
| Q1 2021 | $8,618,000 | +2.5% | 38,934 | -4.3% | 2.14% | -6.6% |
| Q4 2020 | $8,408,000 | -40.1% | 40,664 | +15.8% | 2.29% | -47.7% |
| Q3 2020 | $14,041,000 | +142.1% | 35,122 | -0.7% | 4.38% | +119.6% |
| Q2 2020 | $5,799,000 | +693.3% | 35,377 | +18.7% | 1.99% | +318.5% |
| Q1 2020 | $731,000 | -70.4% | 29,812 | +115.4% | 0.48% | -48.1% |
| Q4 2019 | $2,467,000 | +6.2% | 13,843 | -0.1% | 0.92% | -1.8% |
| Q3 2019 | $2,322,000 | -0.7% | 13,854 | -1.0% | 0.94% | -3.1% |
| Q2 2019 | $2,338,000 | +5.2% | 13,988 | +1.2% | 0.96% | +4.3% |
| Q1 2019 | $2,223,000 | +20.9% | 13,828 | +4.0% | 0.92% | +9.2% |
| Q4 2018 | $1,838,000 | – | 13,301 | – | 0.85% | – |
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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% |