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 | $2,229,834 | -6.9% | 10,708 | -1.6% | 0.46% | -3.0% |
| Q2 2023 | $2,395,341 | +4.0% | 10,880 | -0.3% | 0.47% | +0.4% |
| Q1 2023 | $2,302,825 | +7.5% | 10,918 | +3.8% | 0.47% | +3.1% |
| Q4 2022 | $2,142,858 | +12.7% | 10,514 | +4.0% | 0.46% | +10.9% |
| Q3 2022 | $1,901,000 | +0.2% | 10,114 | +5.0% | 0.41% | +5.9% |
| Q2 2022 | $1,897,000 | +6.7% | 9,630 | +28.8% | 0.39% | +20.1% |
| Q1 2022 | $1,778,000 | +5.5% | 7,476 | +13.0% | 0.32% | +9.1% |
| Q4 2021 | $1,685,000 | +14.4% | 6,614 | +6.3% | 0.30% | +10.0% |
| Q3 2021 | $1,473,000 | -0.3% | 6,222 | -0.1% | 0.27% | 0.0% |
| Q2 2021 | $1,478,000 | +3.0% | 6,227 | -4.0% | 0.27% | -0.7% |
| Q1 2021 | $1,435,000 | +2.1% | 6,485 | -4.6% | 0.27% | -5.9% |
| Q4 2020 | $1,405,000 | +15.6% | 6,797 | -1.4% | 0.29% | +11.6% |
| Q3 2020 | $1,215,000 | +61.4% | 6,895 | +50.1% | 0.26% | +55.4% |
| Q2 2020 | $753,000 | +140.6% | 4,594 | +93.4% | 0.17% | +102.4% |
| Q1 2020 | $313,000 | -1.6% | 2,375 | +33.3% | 0.08% | +13.9% |
| Q4 2019 | $318,000 | +6.4% | 1,782 | 0.0% | 0.07% | 0.0% |
| Q3 2019 | $299,000 | +0.3% | 1,782 | 0.0% | 0.07% | -2.7% |
| Q2 2019 | $298,000 | -0.3% | 1,782 | -4.0% | 0.07% | -1.3% |
| Q1 2019 | $299,000 | +26.7% | 1,857 | +8.7% | 0.08% | +15.4% |
| Q4 2018 | $236,000 | – | 1,708 | – | 0.06% | – |
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% |