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 | $440 | -81.3% | 2,111 | -80.9% | 0.03% | -45.8% |
| Q2 2023 | $2,359 | +72.3% | 11,048 | +70.2% | 0.06% | -13.2% |
| Q1 2023 | $1,369 | +20.9% | 6,493 | +16.9% | 0.07% | +9.7% |
| Q4 2022 | $1,132 | -99.9% | 5,552 | -1.4% | 0.06% | -3.1% |
| Q3 2022 | $1,058,000 | -15.2% | 5,629 | -11.2% | 0.06% | -5.9% |
| Q2 2022 | $1,248,000 | -7.2% | 6,338 | +12.1% | 0.07% | -2.9% |
| Q1 2022 | $1,345,000 | +66.3% | 5,654 | +78.1% | 0.07% | +75.0% |
| Q4 2021 | $809,000 | +12.7% | 3,174 | +4.7% | 0.04% | -4.8% |
| Q3 2021 | $718,000 | +9.0% | 3,032 | +9.2% | 0.04% | +2.4% |
| Q2 2021 | $659,000 | +8.7% | 2,776 | +1.5% | 0.04% | -10.9% |
| Q1 2021 | $606,000 | -67.3% | 2,736 | -69.5% | 0.05% | -69.9% |
| Q4 2020 | $1,853,000 | +497.7% | 8,960 | +345.3% | 0.15% | -0.6% |
| Q1 2018 | $310,000 | – | 2,012 | – | 0.15% | – |
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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% |