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 | $1,949,335 | +19.3% | 9,361 | +26.1% | 0.05% | +35.9% |
| Q2 2023 | $1,634,468 | +9.6% | 7,424 | +5.0% | 0.04% | -2.5% |
| Q1 2023 | $1,491,279 | +176.3% | 7,070 | +167.0% | 0.04% | +135.3% |
| Q4 2022 | $539,689 | +11.3% | 2,648 | +2.7% | 0.02% | +41.7% |
| Q3 2022 | $485,000 | +72.6% | 2,578 | +80.7% | 0.01% | +71.4% |
| Q2 2022 | $281,000 | -59.3% | 1,427 | -50.8% | 0.01% | -58.8% |
| Q1 2022 | $690,000 | +1.3% | 2,900 | +8.5% | 0.02% | -15.0% |
| Q4 2021 | $681,000 | +117.6% | 2,673 | +102.0% | 0.02% | +150.0% |
| Q3 2021 | $313,000 | -3.7% | 1,323 | -3.3% | 0.01% | -11.1% |
| Q2 2021 | $325,000 | +7.3% | 1,368 | 0.0% | 0.01% | -18.2% |
| Q1 2021 | $303,000 | -8.7% | 1,368 | -15.0% | 0.01% | -26.7% |
| Q4 2020 | $332,000 | -77.6% | 1,609 | -80.9% | 0.02% | -81.0% |
| Q3 2020 | $1,481,000 | +13.5% | 8,407 | +5.6% | 0.08% | -3.7% |
| Q2 2020 | $1,305,000 | +26.5% | 7,963 | +1.5% | 0.08% | -7.9% |
| Q1 2020 | $1,032,000 | +7.5% | 7,843 | +45.4% | 0.09% | +30.9% |
| Q4 2019 | $960,000 | +0.2% | 5,393 | -5.7% | 0.07% | +25.9% |
| Q3 2019 | $958,000 | -3.0% | 5,721 | -3.3% | 0.05% | -61.2% |
| Q2 2019 | $988,000 | – | 5,915 | – | 0.14% | – |
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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% |