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 | $1,245 | -5.0% | 5,979 | +0.3% | 0.54% | -2.0% |
| Q2 2023 | $1,310 | +1.9% | 5,961 | -2.2% | 0.55% | -5.7% |
| Q1 2023 | $1,285 | -0.1% | 6,094 | -3.5% | 0.58% | -1.7% |
| Q4 2022 | $1,286 | -99.9% | 6,317 | -7.7% | 0.59% | -7.4% |
| Q3 2022 | $1,285,000 | -34.6% | 6,845 | -31.4% | 0.64% | -35.5% |
| Q2 2022 | $1,964,000 | -20.7% | 9,973 | -2.9% | 0.99% | -20.7% |
| Q1 2022 | $2,478,000 | -4.9% | 10,274 | +0.4% | 1.24% | +7.7% |
| Q4 2021 | $2,606,000 | +6.1% | 10,229 | -1.3% | 1.16% | -2.1% |
| Q3 2021 | $2,457,000 | -18.4% | 10,365 | -18.0% | 1.18% | -16.9% |
| Q2 2021 | $3,010,000 | +8.5% | 12,645 | +0.9% | 1.42% | +4.3% |
| Q1 2021 | $2,774,000 | -11.3% | 12,533 | -17.1% | 1.36% | -24.8% |
| Q4 2020 | $3,126,000 | +16.0% | 15,110 | -1.2% | 1.81% | +13.7% |
| Q3 2020 | $2,695,000 | -26.2% | 15,286 | -31.3% | 1.59% | -36.5% |
| Q2 2020 | $3,650,000 | -76.1% | 22,255 | -80.8% | 2.51% | -80.3% |
| Q1 2020 | $15,294,000 | -32.3% | 116,180 | -8.3% | 12.72% | -24.2% |
| Q4 2019 | $22,585,000 | +6.8% | 126,697 | +0.5% | 16.77% | -1.4% |
| Q3 2019 | $21,143,000 | -4.6% | 126,086 | -4.9% | 17.01% | +3.1% |
| Q2 2019 | $22,168,000 | +3.7% | 132,569 | -0.4% | 16.50% | -0.4% |
| Q1 2019 | $21,384,000 | +18.2% | 133,055 | +1.6% | 16.57% | -1.1% |
| Q4 2018 | $18,096,000 | – | 130,995 | – | 16.76% | – |
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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% |