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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $194,000 | -6.7% | 815 | 0.0% | 0.09% | +1.1% |
| Q4 2021 | $208,000 | +7.8% | 815 | 0.0% | 0.09% | 0.0% |
| Q3 2021 | $193,000 | 0.0% | 815 | 0.0% | 0.09% | 0.0% |
| Q2 2021 | $193,000 | +7.2% | 815 | 0.0% | 0.09% | +1.1% |
| Q1 2021 | $180,000 | +6.5% | 815 | 0.0% | 0.09% | 0.0% |
| Q4 2020 | $169,000 | +17.4% | 815 | 0.0% | 0.09% | +1.1% |
| Q3 2020 | $144,000 | +7.5% | 815 | 0.0% | 0.09% | 0.0% |
| Q2 2020 | $134,000 | +25.2% | 815 | 0.0% | 0.09% | +6.1% |
| Q1 2020 | $107,000 | -26.2% | 815 | 0.0% | 0.08% | -18.0% |
| Q4 2019 | $145,000 | +6.6% | 815 | 0.0% | 0.10% | -3.8% |
| Q3 2019 | $136,000 | +22.5% | 815 | +22.6% | 0.10% | +18.2% |
| Q2 2019 | $111,000 | +3.7% | 665 | 0.0% | 0.09% | -4.3% |
| Q1 2019 | $107,000 | -13.7% | 665 | -25.7% | 0.09% | -24.0% |
| Q4 2018 | $124,000 | – | 895 | – | 0.12% | – |
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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% |