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 | $312,152 | -6.4% | 1,499 | -1.0% | 0.29% | -0.3% |
| Q2 2023 | $333,322 | +3.0% | 1,514 | -1.3% | 0.29% | +7.0% |
| Q1 2023 | $323,551 | +2.7% | 1,534 | -0.8% | 0.27% | +4.7% |
| Q4 2022 | $315,090 | +4.0% | 1,546 | -4.3% | 0.26% | +20.0% |
| Q3 2022 | $303,000 | -21.7% | 1,616 | -0.9% | 0.22% | +1.9% |
| Q1 2022 | $387,000 | -7.9% | 1,631 | -1.2% | 0.21% | -5.0% |
| Q4 2021 | $420,000 | +7.7% | 1,651 | +0.2% | 0.22% | +1.8% |
| Q3 2021 | $390,000 | -0.3% | 1,648 | 0.0% | 0.22% | +1.4% |
| Q2 2021 | $391,000 | +10.1% | 1,648 | +2.7% | 0.22% | +3.9% |
| Q1 2021 | $355,000 | +6.3% | 1,605 | -0.9% | 0.21% | -0.5% |
| Q4 2020 | $334,000 | +12.8% | 1,620 | -3.9% | 0.21% | -1.4% |
| Q3 2020 | $296,000 | -4.2% | 1,685 | -10.7% | 0.21% | -16.3% |
| Q2 2020 | $309,000 | +25.6% | 1,887 | +0.7% | 0.25% | -2.7% |
| Q1 2020 | $246,000 | -29.5% | 1,874 | -4.6% | 0.26% | -11.0% |
| Q4 2019 | $349,000 | – | 1,964 | – | 0.29% | – |
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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% |