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 | $1,027,873 | +42.0% | 4,936 | +50.2% | 0.17% | +55.1% |
| Q2 2023 | $723,666 | -2.3% | 3,287 | -6.4% | 0.11% | -21.9% |
| Q1 2023 | $740,329 | +5.1% | 3,510 | +1.6% | 0.14% | +6.2% |
| Q4 2022 | $704,367 | +8.4% | 3,456 | 0.0% | 0.13% | -10.4% |
| Q3 2022 | $650,000 | +55.1% | 3,456 | +62.6% | 0.14% | +63.6% |
| Q2 2022 | $419,000 | -56.6% | 2,125 | -47.7% | 0.09% | -53.2% |
| Q1 2022 | $966,000 | +85.4% | 4,062 | +98.7% | 0.19% | -1.6% |
| Q4 2021 | $521,000 | -54.1% | 2,044 | -57.3% | 0.19% | -57.9% |
| Q3 2021 | $1,135,000 | +11.9% | 4,792 | +12.2% | 0.45% | +10.2% |
| Q2 2021 | $1,014,000 | +10.6% | 4,272 | +3.1% | 0.41% | +1.7% |
| Q1 2021 | $917,000 | +10.6% | 4,144 | +3.3% | 0.40% | -14.0% |
| Q4 2020 | $829,000 | – | 4,011 | – | 0.47% | – |
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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% |