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 2022 | $4,689,000 | +86.1% | 24,944 | +95.0% | 0.92% | +101.5% |
| Q2 2022 | $2,520,000 | +13.2% | 12,792 | +36.6% | 0.46% | +23.1% |
| Q1 2022 | $2,227,000 | +5.3% | 9,362 | +12.8% | 0.37% | -6.8% |
| Q4 2021 | $2,115,000 | +31.6% | 8,303 | +22.3% | 0.40% | +16.3% |
| Q3 2021 | $1,607,000 | +17.6% | 6,787 | +17.9% | 0.34% | +14.0% |
| Q2 2021 | $1,366,000 | -10.5% | 5,755 | -16.6% | 0.30% | -18.6% |
| Q1 2021 | $1,527,000 | +5.0% | 6,900 | -1.9% | 0.37% | -18.0% |
| Q4 2020 | $1,454,000 | +25.7% | 7,033 | +7.1% | 0.45% | -11.4% |
| Q3 2020 | $1,157,000 | +15.1% | 6,564 | +7.0% | 0.51% | +45.4% |
| Q2 2020 | $1,005,000 | +36.0% | 6,134 | +9.3% | 0.35% | +14.0% |
| Q1 2020 | $739,000 | -16.5% | 5,611 | +13.0% | 0.31% | +25.3% |
| Q4 2019 | $885,000 | +6.9% | 4,965 | +0.5% | 0.24% | 0.0% |
| Q3 2019 | $828,000 | +0.4% | 4,938 | 0.0% | 0.24% | -3.5% |
| Q2 2019 | $825,000 | +2.5% | 4,938 | -1.4% | 0.25% | -8.6% |
| Q1 2019 | $805,000 | +36.9% | 5,008 | +17.6% | 0.28% | +24.7% |
| Q4 2018 | $588,000 | – | 4,257 | – | 0.22% | – |
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% |