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 | $1,101,798 | -7.7% | 5,291 | -2.4% | 0.02% | -11.1% |
| Q2 2023 | $1,193,487 | +8.3% | 5,421 | +3.7% | 0.02% | +5.9% |
| Q1 2023 | $1,102,268 | +15.2% | 5,226 | +11.3% | 0.02% | +6.2% |
| Q4 2022 | $956,888 | +9.2% | 4,695 | +0.7% | 0.02% | 0.0% |
| Q3 2022 | $876,000 | -3.6% | 4,661 | +1.0% | 0.02% | -5.9% |
| Q2 2022 | $909,000 | -17.2% | 4,616 | 0.0% | 0.02% | -5.6% |
| Q1 2022 | $1,098,000 | +26.4% | 4,616 | +35.4% | 0.02% | +20.0% |
| Q4 2021 | $869,000 | +9.6% | 3,410 | +1.8% | 0.02% | -6.2% |
| Q3 2021 | $793,000 | -0.3% | 3,349 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $795,000 | +7.9% | 3,349 | +0.6% | 0.02% | 0.0% |
| Q1 2021 | $737,000 | +40.9% | 3,329 | +31.7% | 0.02% | +14.3% |
| Q4 2020 | $523,000 | +33.1% | 2,528 | +13.5% | 0.01% | +16.7% |
| Q3 2020 | $393,000 | +7.7% | 2,228 | 0.0% | 0.01% | +9.1% |
| Q2 2020 | $365,000 | +3218.2% | 2,228 | +3176.5% | 0.01% | – |
| Q3 2018 | $11,000 | – | 68 | – | 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% |