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 | $1,818,560 | -5.9% | 8,810 | +0.3% | 0.25% | -5.4% |
| Q2 2023 | $1,933,005 | +4.4% | 8,780 | 0.0% | 0.26% | -9.1% |
| Q1 2023 | $1,851,878 | +10.9% | 8,780 | +7.2% | 0.29% | +11.7% |
| Q4 2022 | $1,669,204 | +25.9% | 8,190 | +16.1% | 0.26% | +16.3% |
| Q3 2022 | $1,326,000 | -2.2% | 7,055 | +2.5% | 0.22% | +6.8% |
| Q2 2022 | $1,356,000 | +102.4% | 6,885 | +144.4% | 0.21% | +122.6% |
| Q1 2022 | $670,000 | -6.7% | 2,817 | 0.0% | 0.09% | -8.8% |
| Q4 2021 | $718,000 | +44.8% | 2,817 | +34.5% | 0.10% | +30.8% |
| Q3 2021 | $496,000 | -0.2% | 2,095 | 0.0% | 0.08% | -2.5% |
| Q2 2021 | $497,000 | +7.3% | 2,095 | +0.1% | 0.08% | +1.3% |
| Q1 2021 | $463,000 | +6.4% | 2,093 | -0.6% | 0.08% | -2.5% |
| Q4 2020 | $435,000 | +15.7% | 2,106 | -1.4% | 0.08% | -2.4% |
| Q3 2020 | $376,000 | +7.4% | 2,136 | 0.0% | 0.08% | +1.2% |
| Q2 2020 | $350,000 | +61.3% | 2,136 | +75.1% | 0.08% | +78.3% |
| Q4 2019 | $217,000 | -0.9% | 1,220 | -5.4% | 0.05% | -4.2% |
| Q3 2019 | $219,000 | +7.9% | 1,290 | +6.1% | 0.05% | 0.0% |
| Q2 2019 | $203,000 | – | 1,216 | – | 0.05% | – |
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% |