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 | $485,616 | -5.4% | 2,332 | 0.0% | 0.12% | -6.5% |
| Q2 2023 | $513,413 | +0.8% | 2,332 | -3.4% | 0.12% | -6.8% |
| Q1 2023 | $509,372 | +8.7% | 2,415 | +5.0% | 0.13% | 0.0% |
| Q4 2022 | $468,559 | +40.7% | 2,299 | +29.7% | 0.13% | +16.8% |
| Q3 2022 | $333,000 | -4.6% | 1,773 | 0.0% | 0.11% | -4.2% |
| Q2 2022 | $349,000 | -17.3% | 1,773 | -0.1% | 0.12% | -15.7% |
| Q1 2022 | $422,000 | -6.6% | 1,775 | 0.0% | 0.14% | -3.4% |
| Q4 2021 | $452,000 | +7.6% | 1,775 | 0.0% | 0.14% | -1.4% |
| Q3 2021 | $420,000 | -0.7% | 1,775 | -0.5% | 0.15% | -0.7% |
| Q2 2021 | $423,000 | -18.0% | 1,784 | -23.4% | 0.15% | -19.6% |
| Q1 2021 | $516,000 | +7.1% | 2,329 | 0.0% | 0.18% | -0.5% |
| Q4 2020 | $482,000 | +17.3% | 2,329 | 0.0% | 0.18% | -1.1% |
| Q3 2020 | $411,000 | +7.6% | 2,329 | 0.0% | 0.19% | +5.6% |
| Q2 2020 | $382,000 | +12.4% | 2,329 | -9.9% | 0.18% | -2.7% |
| Q1 2020 | $340,000 | – | 2,585 | – | 0.18% | – |
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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% |