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 | $14,363,157 | +0.2% | 68,974 | +6.0% | 2.85% | +5.7% |
| Q2 2023 | $14,329,773 | +10.4% | 65,088 | +5.8% | 2.70% | -2.0% |
| Q1 2023 | $12,981,269 | +26.7% | 61,546 | +22.4% | 2.76% | +18.9% |
| Q4 2022 | $10,248,156 | +13.7% | 50,283 | +4.9% | 2.32% | +3.1% |
| Q3 2022 | $9,011,000 | +32.2% | 47,936 | +38.5% | 2.25% | +36.5% |
| Q2 2022 | $6,817,000 | -15.8% | 34,612 | +1.7% | 1.65% | -2.6% |
| Q1 2022 | $8,092,000 | -2.6% | 34,021 | +4.3% | 1.69% | +1.3% |
| Q4 2021 | $8,311,000 | +12.8% | 32,622 | +4.8% | 1.67% | +3.7% |
| Q3 2021 | $7,370,000 | +7.1% | 31,129 | +7.4% | 1.61% | +3.7% |
| Q2 2021 | $6,881,000 | +12.4% | 28,990 | +4.8% | 1.55% | +1.8% |
| Q1 2021 | $6,121,000 | +13.8% | 27,655 | +6.3% | 1.52% | +3.1% |
| Q4 2020 | $5,377,000 | +23.8% | 26,007 | +5.6% | 1.48% | +9.2% |
| Q3 2020 | $4,343,000 | -3.1% | 24,637 | -9.9% | 1.35% | -11.5% |
| Q2 2020 | $4,480,000 | +25.8% | 27,335 | +1.0% | 1.53% | +10.2% |
| Q1 2020 | $3,562,000 | – | 27,058 | – | 1.39% | – |
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% |