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 | $690,000 | -1.8% | 2,900 | +5.1% | 0.14% | +11.6% |
| Q4 2021 | $703,000 | +10.0% | 2,758 | +2.3% | 0.12% | -12.9% |
| Q3 2021 | $639,000 | -0.2% | 2,697 | 0.0% | 0.14% | -1.4% |
| Q2 2021 | $640,000 | -6.3% | 2,697 | -12.7% | 0.14% | -37.3% |
| Q1 2021 | $683,000 | +25.6% | 3,089 | +17.3% | 0.22% | +42.4% |
| Q4 2020 | $544,000 | +39.5% | 2,633 | +18.9% | 0.16% | +21.5% |
| Q3 2020 | $390,000 | -9.5% | 2,214 | -25.5% | 0.13% | +17.1% |
| Q2 2020 | $431,000 | +77.4% | 2,971 | +60.9% | 0.11% | +3.7% |
| Q1 2020 | $243,000 | -29.8% | 1,847 | -10.6% | 0.11% | -6.1% |
| Q3 2019 | $346,000 | +18.5% | 2,066 | +18.0% | 0.11% | +22.6% |
| Q2 2019 | $292,000 | -4.6% | 1,751 | -7.9% | 0.09% | -8.8% |
| Q1 2019 | $306,000 | – | 1,901 | – | 0.10% | – |
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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% |