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 | $240,963 | -1.5% | 1,157 | +4.1% | 0.06% | -4.9% |
Q2 2023 | $244,584 | +6.6% | 1,111 | +2.2% | 0.06% | -1.6% |
Q1 2023 | $229,352 | +0.0% | 1,087 | -3.4% | 0.06% | -11.4% |
Q4 2022 | $229,258 | +8.7% | 1,125 | +0.4% | 0.07% | -7.9% |
Q3 2022 | $211,000 | -16.9% | 1,121 | +4.4% | 0.08% | +43.4% |
Q3 2021 | $254,000 | -22.6% | 1,074 | -22.4% | 0.05% | -20.9% |
Q2 2021 | $328,000 | +3.8% | 1,384 | -3.2% | 0.07% | -5.6% |
Q1 2021 | $316,000 | +6.0% | 1,430 | -0.8% | 0.07% | +16.4% |
Q4 2020 | $298,000 | – | 1,442 | – | 0.06% | – |
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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% |