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 | $1,150,040 | -3.7% | 5,523 | +1.8% | 0.10% | -4.9% |
| Q2 2023 | $1,193,887 | +0.6% | 5,423 | -3.6% | 0.10% | -7.3% |
| Q1 2023 | $1,186,875 | +2.3% | 5,627 | -1.1% | 0.11% | -7.6% |
| Q4 2022 | $1,159,823 | -30.5% | 5,691 | -34.9% | 0.12% | +24.0% |
| Q3 2022 | $1,669,000 | +44.8% | 8,739 | +50.8% | 0.10% | +45.5% |
| Q2 2022 | $1,153,000 | -14.5% | 5,796 | +2.2% | 0.07% | +1.5% |
| Q1 2022 | $1,349,000 | +100.7% | 5,674 | +116.3% | 0.06% | -1.5% |
| Q4 2021 | $672,000 | +35.2% | 2,623 | +24.8% | 0.07% | +29.4% |
| Q2 2021 | $497,000 | +120.9% | 2,101 | +106.8% | 0.05% | +70.0% |
| Q1 2021 | $225,000 | +7.1% | 1,016 | 0.0% | 0.03% | -3.2% |
| Q4 2020 | $210,000 | -22.5% | 1,016 | -33.9% | 0.03% | -29.5% |
| Q3 2020 | $271,000 | +9.3% | 1,536 | +1.9% | 0.04% | -2.2% |
| Q2 2020 | $248,000 | +13.2% | 1,508 | +15.3% | 0.04% | -2.2% |
| Q3 2019 | $219,000 | -3.1% | 1,308 | -3.7% | 0.05% | +53.3% |
| Q2 2019 | $226,000 | – | 1,358 | – | 0.03% | – |
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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% |