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 | $7,375,578 | -10.0% | 35,419 | -4.8% | 2.59% | -10.3% |
| Q2 2023 | $8,191,540 | +5.4% | 37,207 | +0.9% | 2.88% | +7.6% |
| Q1 2023 | $7,774,664 | -1.5% | 36,861 | -4.8% | 2.68% | -11.1% |
| Q4 2022 | $7,893,441 | +12.4% | 38,729 | +3.6% | 3.02% | +0.7% |
| Q3 2022 | $7,024,000 | +10.0% | 37,367 | +15.2% | 2.99% | +10.7% |
| Q2 2022 | $6,388,000 | -0.9% | 32,434 | +19.6% | 2.70% | -0.3% |
| Q1 2022 | $6,449,000 | +5.5% | 27,116 | +13.1% | 2.71% | -2.0% |
| Q4 2021 | $6,111,000 | +5.2% | 23,985 | -2.3% | 2.77% | +0.8% |
| Q3 2021 | $5,811,000 | -2.2% | 24,542 | -1.9% | 2.74% | -2.8% |
| Q2 2021 | $5,941,000 | +4.7% | 25,029 | -2.4% | 2.82% | -0.9% |
| Q1 2021 | $5,675,000 | +8.3% | 25,641 | +1.1% | 2.85% | +2.0% |
| Q4 2020 | $5,242,000 | +22.9% | 25,353 | +4.8% | 2.79% | +11.1% |
| Q3 2020 | $4,264,000 | +12.5% | 24,193 | +4.6% | 2.51% | +6.7% |
| Q2 2020 | $3,790,000 | +85.3% | 23,122 | +48.9% | 2.36% | +80.7% |
| Q1 2020 | $2,045,000 | +40.5% | 15,533 | +90.1% | 1.30% | +162.9% |
| Q4 2019 | $1,456,000 | +48.7% | 8,170 | +39.8% | 0.50% | +27.2% |
| Q3 2019 | $979,000 | – | 5,842 | – | 0.39% | – |
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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% |