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 | $1,812,024 | -8.7% | 8,702 | -3.5% | 0.05% | -7.4% |
| Q2 2023 | $1,984,217 | +6.2% | 9,013 | +1.7% | 0.05% | -11.5% |
| Q1 2023 | $1,868,880 | +23.5% | 8,861 | +19.3% | 0.06% | +10.9% |
| Q4 2022 | $1,513,822 | +8.0% | 7,428 | -0.4% | 0.06% | 0.0% |
| Q3 2022 | $1,402,000 | -5.9% | 7,460 | -1.4% | 0.06% | 0.0% |
| Q2 2022 | $1,490,000 | -15.8% | 7,564 | +1.7% | 0.06% | -1.8% |
| Q1 2022 | $1,770,000 | +2.0% | 7,441 | +9.2% | 0.06% | +5.7% |
| Q4 2021 | $1,735,000 | +15.7% | 6,812 | +7.5% | 0.05% | +3.9% |
| Q3 2021 | $1,500,000 | -15.9% | 6,335 | -15.7% | 0.05% | -17.7% |
| Q2 2021 | $1,784,000 | +10.8% | 7,518 | +3.4% | 0.06% | -12.7% |
| Q1 2021 | $1,610,000 | -35.7% | 7,273 | -39.9% | 0.07% | +20.3% |
| Q4 2020 | $2,502,000 | +145.5% | 12,102 | +109.4% | 0.06% | +5.4% |
| Q3 2020 | $1,019,000 | -42.9% | 5,779 | -47.0% | 0.06% | +5.7% |
| Q2 2020 | $1,786,000 | +81.5% | 10,898 | +45.9% | 0.05% | +43.2% |
| Q1 2020 | $984,000 | +41.8% | 7,470 | +91.7% | 0.04% | -14.0% |
| Q4 2019 | $694,000 | +11.9% | 3,897 | +5.3% | 0.04% | -2.3% |
| Q3 2019 | $620,000 | +7650.0% | 3,700 | +7943.5% | 0.04% | +4300.0% |
| Q2 2019 | $8,000 | – | 46 | – | 0.00% | – |
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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% |