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 | $13,663,274 | +0.7% | 65,613 | +6.5% | 0.10% | +7.2% |
| Q2 2023 | $13,567,397 | +51.1% | 61,624 | +44.8% | 0.10% | +11.5% |
| Q1 2023 | $8,976,407 | +403.8% | 42,558 | +386.8% | 0.09% | +295.5% |
| Q4 2022 | $1,781,914 | +35.1% | 8,743 | +24.4% | 0.02% | +29.4% |
| Q3 2022 | $1,319,000 | +18.4% | 7,026 | +24.2% | 0.02% | +13.3% |
| Q2 2022 | $1,114,000 | -26.8% | 5,655 | -11.6% | 0.02% | -11.8% |
| Q1 2022 | $1,521,000 | -22.1% | 6,396 | -16.6% | 0.02% | -19.0% |
| Q4 2021 | $1,953,000 | +73.8% | 7,667 | +61.4% | 0.02% | +31.2% |
| Q3 2021 | $1,124,000 | +199.7% | 4,749 | +200.4% | 0.02% | +220.0% |
| Q2 2021 | $375,000 | -2.3% | 1,581 | -8.9% | 0.01% | -28.6% |
| Q1 2021 | $384,000 | +10.0% | 1,736 | +2.8% | 0.01% | 0.0% |
| Q4 2020 | $349,000 | -66.0% | 1,689 | -71.0% | 0.01% | -73.1% |
| Q3 2020 | $1,025,000 | – | 5,815 | – | 0.03% | – |
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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% |