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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $224,000 | -20.0% | 1,137 | -3.3% | 0.08% | -9.0% |
| Q1 2022 | $280,000 | -6.7% | 1,176 | 0.0% | 0.09% | -2.2% |
| Q4 2021 | $300,000 | +6.0% | 1,176 | -1.7% | 0.09% | +3.4% |
| Q3 2021 | $283,000 | -0.4% | 1,196 | 0.0% | 0.09% | -3.3% |
| Q2 2021 | $284,000 | +2.9% | 1,196 | -4.0% | 0.09% | -4.2% |
| Q1 2021 | $276,000 | +1.8% | 1,246 | -4.7% | 0.10% | -6.9% |
| Q4 2020 | $271,000 | +21.5% | 1,308 | +3.6% | 0.10% | +4.1% |
| Q3 2020 | $223,000 | +5.7% | 1,263 | -1.6% | 0.10% | 0.0% |
| Q2 2020 | $211,000 | +0.5% | 1,284 | -19.7% | 0.10% | -14.0% |
| Q1 2020 | $210,000 | -27.3% | 1,599 | -1.4% | 0.11% | -11.6% |
| Q4 2019 | $289,000 | -5.2% | 1,621 | -10.8% | 0.13% | -19.9% |
| Q3 2019 | $305,000 | -5.3% | 1,818 | -5.3% | 0.16% | -9.6% |
| Q2 2019 | $322,000 | +3.9% | 1,920 | +0.1% | 0.18% | +1.1% |
| Q1 2019 | $310,000 | +17.0% | 1,919 | 0.0% | 0.18% | +8.6% |
| Q4 2018 | $265,000 | – | 1,919 | – | 0.16% | – |
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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% |