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 | $2,255,543 | -5.3% | 10,831 | +0.1% | 0.22% | +0.9% |
| Q2 2023 | $2,381,593 | +4.4% | 10,818 | 0.0% | 0.22% | -20.5% |
| Q1 2023 | $2,281,650 | +4.9% | 10,818 | +1.4% | 0.27% | -42.0% |
| Q4 2022 | $2,175,260 | +8.1% | 10,673 | -0.3% | 0.47% | -14.2% |
| Q3 2022 | $2,012,000 | -5.0% | 10,704 | -0.5% | 0.55% | -5.2% |
| Q2 2022 | $2,119,000 | -20.0% | 10,757 | -3.4% | 0.58% | -8.8% |
| Q1 2022 | $2,650,000 | -39.9% | 11,141 | -35.6% | 0.64% | -46.6% |
| Q4 2021 | $4,408,000 | +7.6% | 17,301 | 0.0% | 1.19% | -43.1% |
| Q3 2021 | $4,096,000 | -4.2% | 17,301 | -4.0% | 2.09% | -5.3% |
| Q2 2021 | $4,277,000 | +7.4% | 18,018 | +0.1% | 2.21% | +0.8% |
| Q1 2021 | $3,982,000 | +8.9% | 17,992 | +1.7% | 2.19% | +4.0% |
| Q4 2020 | $3,658,000 | +23.7% | 17,690 | +5.4% | 2.11% | +8.7% |
| Q3 2020 | $2,958,000 | +5.5% | 16,781 | -1.9% | 1.94% | -4.5% |
| Q2 2020 | $2,805,000 | +22.0% | 17,110 | -2.0% | 2.03% | +38.2% |
| Q1 2020 | $2,299,000 | -19.1% | 17,462 | +9.5% | 1.47% | +17.0% |
| Q4 2019 | $2,841,000 | +6.3% | 15,947 | 0.0% | 1.26% | -5.5% |
| Q3 2019 | $2,673,000 | +0.8% | 15,947 | +0.5% | 1.33% | -5.2% |
| Q2 2019 | $2,651,000 | +4.0% | 15,862 | 0.0% | 1.40% | -2.2% |
| Q1 2019 | $2,550,000 | +20.9% | 15,862 | +3.9% | 1.43% | -6.5% |
| Q4 2018 | $2,110,000 | – | 15,267 | – | 1.53% | – |
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% |