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 | $9,012,492 | -5.7% | 44,410 | +2.3% | 0.96% | +2.1% |
| Q2 2023 | $9,554,066 | +4.4% | 43,396 | +0.0% | 0.94% | +1.5% |
| Q1 2023 | $9,152,315 | +31.7% | 43,392 | +27.2% | 0.92% | +26.2% |
| Q4 2022 | $6,950,070 | +22.4% | 34,101 | +12.9% | 0.73% | +12.1% |
| Q3 2022 | $5,678,000 | +0.3% | 30,203 | +5.1% | 0.65% | +6.5% |
| Q2 2022 | $5,660,000 | -17.6% | 28,736 | -0.5% | 0.61% | +1.0% |
| Q1 2022 | $6,870,000 | +1.2% | 28,886 | +8.4% | 0.61% | +3.6% |
| Q4 2021 | $6,788,000 | +6.3% | 26,644 | -57.3% | 0.59% | -1.7% |
| Q3 2021 | $6,383,000 | -0.3% | 62,406 | +131.3% | 0.60% | -2.0% |
| Q2 2021 | $6,403,000 | +7.3% | 26,976 | +0.0% | 0.61% | -3.2% |
| Q1 2021 | $5,970,000 | +7.0% | 26,973 | -0.1% | 0.63% | -4.4% |
| Q4 2020 | $5,581,000 | +17.5% | 26,992 | +0.2% | 0.66% | -0.2% |
| Q3 2020 | $4,748,000 | +7.4% | 26,939 | -0.1% | 0.66% | -5.3% |
| Q2 2020 | $4,421,000 | – | 26,975 | – | 0.70% | – |
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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% |