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 | $277,167 | +1.4% | 1,331 | +7.2% | 0.11% | +3.8% |
| Q2 2023 | $273,439 | +0.6% | 1,242 | -3.6% | 0.11% | -4.5% |
| Q1 2023 | $271,876 | -12.5% | 1,289 | -15.4% | 0.11% | -27.5% |
| Q4 2022 | $310,606 | -15.4% | 1,524 | -22.0% | 0.15% | -15.9% |
| Q3 2022 | $367,000 | +1.9% | 1,954 | +6.8% | 0.18% | +10.3% |
| Q2 2022 | $360,000 | -18.6% | 1,830 | -1.5% | 0.16% | -7.8% |
| Q1 2022 | $442,000 | -19.0% | 1,858 | -13.3% | 0.18% | -19.0% |
| Q4 2021 | $546,000 | +92.9% | 2,144 | +79.1% | 0.22% | +75.4% |
| Q3 2021 | $283,000 | -3.1% | 1,197 | -2.8% | 0.13% | -4.5% |
| Q2 2021 | $292,000 | +67.8% | 1,232 | +56.5% | 0.13% | +51.7% |
| Q1 2021 | $174,000 | -7.0% | 787 | -13.1% | 0.09% | -13.0% |
| Q4 2020 | $187,000 | +16.9% | 906 | 0.0% | 0.10% | +1.0% |
| Q3 2020 | $160,000 | +17.6% | 906 | +9.4% | 0.10% | +7.6% |
| Q2 2020 | $136,000 | -31.3% | 828 | -44.9% | 0.09% | -31.3% |
| Q1 2020 | $198,000 | +1314.3% | 1,503 | +1755.6% | 0.13% | +1575.0% |
| Q4 2019 | $14,000 | -6.7% | 81 | -8.0% | 0.01% | -20.0% |
| Q3 2019 | $15,000 | 0.0% | 88 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $15,000 | – | 88 | – | 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% |