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 2022 | $2,026,000 | +46.1% | 10,779 | +53.1% | 0.06% | +46.2% |
| Q2 2022 | $1,387,000 | -3.5% | 7,042 | +16.4% | 0.04% | +14.7% |
| Q1 2022 | $1,438,000 | -34.2% | 6,048 | -29.5% | 0.03% | -39.3% |
| Q4 2021 | $2,186,000 | -27.8% | 8,580 | -32.9% | 0.06% | -37.8% |
| Q3 2021 | $3,026,000 | +93.7% | 12,780 | +94.3% | 0.09% | +63.6% |
| Q2 2021 | $1,562,000 | +134.2% | 6,579 | +118.4% | 0.06% | +61.8% |
| Q1 2021 | $667,000 | +14.6% | 3,012 | +7.0% | 0.03% | -20.9% |
| Q4 2020 | $582,000 | -28.0% | 2,816 | -38.6% | 0.04% | -41.1% |
| Q3 2020 | $808,000 | -42.0% | 4,587 | -46.0% | 0.07% | -65.2% |
| Q2 2020 | $1,392,000 | +51.1% | 8,490 | +33.8% | 0.21% | -20.8% |
| Q1 2020 | $921,000 | – | 6,346 | – | 0.26% | – |
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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% |