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 | $11,642,936 | -8.6% | 55,909 | -3.3% | 0.48% | -9.6% |
| Q2 2023 | $12,733,607 | +4.2% | 57,840 | -0.2% | 0.53% | -6.3% |
| Q1 2023 | $12,218,647 | -4.2% | 57,928 | -7.4% | 0.57% | -12.6% |
| Q4 2022 | $12,751,699 | +9.2% | 62,567 | +0.7% | 0.65% | -0.3% |
| Q3 2022 | $11,678,000 | -10.3% | 62,125 | -6.1% | 0.65% | -8.7% |
| Q2 2022 | $13,025,000 | +32.9% | 66,126 | +64.9% | 0.72% | +25.4% |
| Q1 2022 | $9,799,000 | -2.3% | 40,093 | -0.7% | 0.57% | -7.9% |
| Q4 2021 | $10,026,000 | +5.1% | 40,384 | +0.2% | 0.62% | -5.6% |
| Q3 2021 | $9,538,000 | +2.8% | 40,286 | +0.5% | 0.66% | -4.2% |
| Q2 2021 | $9,278,000 | +146.1% | 40,066 | +135.2% | 0.69% | +89.0% |
| Q1 2021 | $3,770,000 | +8.7% | 17,033 | +1.5% | 0.36% | +1.1% |
| Q4 2020 | $3,469,000 | +18.3% | 16,778 | +0.9% | 0.36% | -0.3% |
| Q3 2020 | $2,932,000 | +16.3% | 16,632 | +8.2% | 0.36% | -12.8% |
| Q2 2020 | $2,521,000 | +49.6% | 15,376 | +20.2% | 0.41% | -7.4% |
| Q1 2020 | $1,685,000 | -25.7% | 12,795 | +0.6% | 0.45% | -11.7% |
| Q4 2019 | $2,267,000 | +8.8% | 12,722 | +2.3% | 0.50% | +0.4% |
| Q3 2019 | $2,084,000 | +0.7% | 12,430 | +0.5% | 0.50% | -3.3% |
| Q2 2019 | $2,069,000 | – | 12,374 | – | 0.52% | – |
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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% |