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 | $1,762,543 | +2.2% | 8,464 | 0.0% | 0.20% | -4.3% |
| Q2 2023 | $1,724,794 | -3.4% | 8,464 | 0.0% | 0.21% | -3.7% |
| Q1 2023 | $1,785,227 | -3.9% | 8,464 | -7.1% | 0.22% | -11.8% |
| Q4 2022 | $1,857,503 | +10.0% | 9,114 | +1.5% | 0.24% | -13.7% |
| Q3 2022 | $1,688,000 | -4.6% | 8,980 | 0.0% | 0.28% | -22.4% |
| Q2 2022 | $1,769,000 | -17.2% | 8,980 | 0.0% | 0.37% | -2.1% |
| Q1 2022 | $2,136,000 | -24.5% | 8,980 | -19.1% | 0.37% | -18.5% |
| Q4 2021 | $2,828,000 | +7.6% | 11,102 | 0.0% | 0.46% | -11.2% |
| Q3 2021 | $2,629,000 | -0.2% | 11,102 | 0.0% | 0.52% | -0.4% |
| Q2 2021 | $2,635,000 | +10.9% | 11,102 | +4.9% | 0.52% | +5.3% |
| Q1 2021 | $2,377,000 | +38.5% | 10,588 | +27.6% | 0.49% | +19.7% |
| Q4 2020 | $1,716,000 | +17.3% | 8,300 | 0.0% | 0.41% | -8.2% |
| Q3 2020 | $1,463,000 | +7.6% | 8,300 | 0.0% | 0.45% | -0.7% |
| Q2 2020 | $1,360,000 | +24.4% | 8,300 | 0.0% | 0.45% | -0.2% |
| Q1 2020 | $1,093,000 | -29.5% | 8,300 | -4.6% | 0.45% | -24.9% |
| Q4 2019 | $1,550,000 | +7.8% | 8,700 | 0.0% | 0.60% | -10.0% |
| Q3 2019 | $1,438,000 | – | 8,700 | – | 0.67% | – |
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% |