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 | $3,056,810 | -1.1% | 14,679 | +4.6% | 0.51% | -2.7% |
| Q2 2023 | $3,090,056 | +28.8% | 14,036 | +19.2% | 0.53% | +11.0% |
| Q4 2022 | $2,398,995 | +11.7% | 11,771 | +3.0% | 0.47% | +8.7% |
| Q3 2022 | $2,148,000 | -4.6% | 11,426 | -0.1% | 0.44% | -2.2% |
| Q2 2022 | $2,252,000 | -14.7% | 11,436 | +3.0% | 0.45% | -0.4% |
| Q1 2022 | $2,640,000 | +3.8% | 11,098 | +11.2% | 0.45% | +7.4% |
| Q4 2021 | $2,543,000 | +27.6% | 9,982 | +18.6% | 0.42% | +15.5% |
| Q3 2021 | $1,993,000 | +5.4% | 8,419 | +5.7% | 0.36% | +5.2% |
| Q2 2021 | $1,891,000 | +25.1% | 7,967 | +16.7% | 0.34% | +16.7% |
| Q1 2021 | $1,511,000 | +28.6% | 6,826 | +20.1% | 0.29% | +20.5% |
| Q4 2020 | $1,175,000 | +20.1% | 5,684 | +2.4% | 0.24% | +1.7% |
| Q3 2020 | $978,000 | +4.0% | 5,551 | -3.2% | 0.24% | -5.9% |
| Q2 2020 | $940,000 | +17.2% | 5,735 | -5.9% | 0.26% | -4.1% |
| Q1 2020 | $802,000 | +93.3% | 6,094 | +161.8% | 0.27% | +139.6% |
| Q4 2019 | $415,000 | +76.6% | 2,328 | +66.2% | 0.11% | +54.2% |
| Q3 2019 | $235,000 | +11.4% | 1,401 | +10.8% | 0.07% | +4.3% |
| Q2 2019 | $211,000 | – | 1,265 | – | 0.07% | – |
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% |