VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,048 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.19 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $14,860,466 | +11.2% | 67,498 | +6.5% | 1.49% | +8.0% |
| Q1 2023 | $13,363,851 | +10.6% | 63,360 | +6.9% | 1.38% | +5.2% |
| Q4 2022 | $12,079,224 | +16.1% | 59,267 | +7.1% | 1.31% | +5.1% |
| Q3 2022 | $10,402,000 | +1.0% | 55,336 | +5.8% | 1.24% | +5.6% |
| Q2 2022 | $10,299,000 | -9.6% | 52,288 | +9.2% | 1.18% | -3.2% |
| Q1 2022 | $11,393,000 | +7.1% | 47,903 | +14.7% | 1.22% | +9.6% |
| Q4 2021 | $10,637,000 | +24.5% | 41,750 | +15.7% | 1.11% | +14.8% |
| Q3 2021 | $8,543,000 | +20.1% | 36,081 | +20.4% | 0.97% | +14.7% |
| Q2 2021 | $7,111,000 | +7.9% | 29,961 | +0.6% | 0.84% | -0.2% |
| Q1 2021 | $6,589,000 | +6.6% | 29,769 | -0.4% | 0.85% | -2.6% |
| Q4 2020 | $6,181,000 | +25.7% | 29,893 | +7.1% | 0.87% | +11.7% |
| Q3 2020 | $4,918,000 | +1269.9% | 27,904 | +1173.6% | 0.78% | +1175.4% |
| Q2 2020 | $359,000 | +1058.1% | 2,191 | +816.7% | 0.06% | +916.7% |
| Q1 2020 | $31,000 | – | 239 | – | 0.01% | – |
Download | ||||||
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% |