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 | $1,555,345 | -4.0% | 7,469 | +1.5% | 0.11% | +1.9% |
| Q2 2023 | $1,620,157 | +5.8% | 7,359 | +1.4% | 0.10% | -7.1% |
| Q1 2023 | $1,531,279 | +115642.9% | 7,260 | +11.8% | 0.11% | +21.5% |
| Q4 2022 | $1,323 | -99.9% | 6,493 | -11.7% | 0.09% | -13.1% |
| Q3 2022 | $1,383,000 | -2.8% | 7,357 | +1.9% | 0.11% | +4.9% |
| Q2 2022 | $1,423,000 | -16.0% | 7,222 | +1.4% | 0.10% | +1.0% |
| Q1 2022 | $1,694,000 | +16.3% | 7,122 | +24.6% | 0.10% | +23.2% |
| Q4 2021 | $1,456,000 | +8.8% | 5,715 | +1.2% | 0.08% | +1.2% |
| Q3 2021 | $1,338,000 | +23.4% | 5,650 | +23.8% | 0.08% | +24.6% |
| Q2 2021 | $1,084,000 | -37.3% | 4,565 | -41.6% | 0.06% | -39.3% |
| Q1 2021 | $1,729,000 | +26.6% | 7,812 | +18.3% | 0.11% | +21.6% |
| Q4 2020 | $1,366,000 | +48.2% | 6,605 | +26.3% | 0.09% | +33.3% |
| Q3 2020 | $922,000 | +9.9% | 5,231 | +2.2% | 0.07% | 0.0% |
| Q2 2020 | $839,000 | +26.9% | 5,120 | +1.9% | 0.07% | +6.5% |
| Q1 2020 | $661,000 | -24.6% | 5,023 | +2.0% | 0.06% | +1.6% |
| Q4 2019 | $877,000 | +6.6% | 4,923 | +0.3% | 0.06% | 0.0% |
| Q3 2019 | $823,000 | +242.9% | 4,908 | +242.5% | 0.06% | +238.9% |
| Q2 2019 | $240,000 | +71.4% | 1,433 | +19.4% | 0.02% | +50.0% |
| Q3 2015 | $140,000 | -8.5% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $153,000 | – | 1,200 | – | 0.01% | – |
Download | ||||||
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% |