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 | $376,915 | -5.0% | 1,810 | +0.4% | 0.02% | +5.6% |
| Q2 2023 | $396,729 | +16.3% | 1,802 | +11.4% | 0.02% | +5.9% |
| Q1 2023 | $341,269 | +0.6% | 1,618 | -2.8% | 0.02% | 0.0% |
| Q4 2022 | $339,344 | +60.8% | 1,665 | +55.2% | 0.02% | +54.5% |
| Q2 2022 | $211,000 | -12.4% | 1,073 | +5.7% | 0.01% | +10.0% |
| Q1 2022 | $241,000 | -6.9% | 1,015 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $259,000 | +7.9% | 1,015 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $240,000 | -0.4% | 1,015 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $241,000 | +7.1% | 1,015 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $225,000 | +6.6% | 1,015 | -0.5% | 0.01% | 0.0% |
| Q4 2020 | $211,000 | – | 1,020 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Divergent Planning, LLC | 93,555 | $22,568,000 | 18.25% |
| JMG Financial Group, Ltd. | 1,364,599 | $323,082,000 | 18.03% |
| SEARCY FINANCIAL SERVICES INC /ADV | 117,250 | $27,760,000 | 16.96% |
| BCK Partners, Inc. | 111,104 | $26,305,000 | 16.70% |
| FIDELIS iM, LLC | 105,229 | $24,914,000 | 15.46% |
| TL Private Wealth | 108,927 | $27,501,000 | 15.03% |
| Larson Financial Group LLC | 314,131 | $74,374,000 | 14.76% |
| Northwest Quadrant Wealth Management, LLC | 186,847 | $44,735,000 | 12.82% |
| Riverpoint Wealth Management Holdings, LLC | 142,799 | $33,809,000 | 11.87% |
| Ballast, Inc. | 113,914 | $26,970,000 | 11.37% |