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 | $354,841 | -3.1% | 1,704 | +2.8% | 0.08% | 0.0% |
| Q2 2023 | $366,252 | -2.9% | 1,658 | -7.3% | 0.08% | -9.1% |
| Q1 2023 | $377,125 | -3.4% | 1,788 | 0.0% | 0.09% | -4.3% |
| Q4 2022 | $390,231 | +14.4% | 1,788 | -1.4% | 0.09% | -2.1% |
| Q3 2022 | $341,000 | -7.6% | 1,813 | -1.9% | 0.09% | 0.0% |
| Q2 2022 | $369,000 | -16.5% | 1,848 | -1.1% | 0.09% | -2.1% |
| Q1 2022 | $442,000 | +1.6% | 1,868 | -1.6% | 0.10% | -2.0% |
| Q4 2021 | $435,000 | -6.2% | 1,898 | +1.2% | 0.10% | -3.9% |
| Q3 2021 | $464,000 | +2.7% | 1,875 | +0.8% | 0.10% | -1.0% |
| Q2 2021 | $452,000 | +1.8% | 1,860 | -3.5% | 0.10% | -6.4% |
| Q1 2021 | $444,000 | +8.0% | 1,928 | +0.2% | 0.11% | -7.6% |
| Q4 2020 | $411,000 | +17.4% | 1,924 | +1.3% | 0.12% | -9.2% |
| Q3 2020 | $350,000 | +4.8% | 1,900 | -2.6% | 0.13% | -1.5% |
| Q2 2020 | $334,000 | +29.5% | 1,950 | -4.2% | 0.13% | -0.7% |
| Q1 2020 | $258,000 | -31.2% | 2,035 | -1.5% | 0.13% | -10.7% |
| Q4 2019 | $375,000 | +11.6% | 2,066 | +2.5% | 0.15% | +0.7% |
| Q3 2019 | $336,000 | +56.3% | 2,016 | +56.6% | 0.15% | +53.6% |
| Q2 2019 | $215,000 | +2.9% | 1,287 | +0.8% | 0.10% | +2.1% |
| Q1 2019 | $209,000 | – | 1,277 | – | 0.10% | – |
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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% |