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 | $2,691,607 | -18.3% | 12,926 | -13.6% | 0.80% | -19.6% |
| Q2 2023 | $3,292,867 | +295.3% | 14,957 | +278.7% | 1.00% | +260.1% |
| Q1 2023 | $833,053 | +9.8% | 3,950 | +6.1% | 0.28% | +1.8% |
| Q4 2022 | $758,633 | -46.8% | 3,722 | -51.0% | 0.27% | -65.8% |
| Q3 2022 | $1,427,000 | -3.8% | 7,590 | +0.8% | 0.80% | -2.7% |
| Q2 2022 | $1,483,000 | -24.1% | 7,528 | -8.4% | 0.82% | -6.8% |
| Q1 2022 | $1,954,000 | -23.9% | 8,216 | -18.5% | 0.88% | -15.3% |
| Q4 2021 | $2,569,000 | +17.0% | 10,085 | +8.8% | 1.04% | -4.1% |
| Q3 2021 | $2,195,000 | +18.1% | 9,269 | +18.4% | 1.08% | +15.0% |
| Q2 2021 | $1,858,000 | +2.8% | 7,827 | -4.2% | 0.94% | -6.3% |
| Q1 2021 | $1,808,000 | -15.4% | 8,170 | -20.9% | 1.01% | -20.0% |
| Q4 2020 | $2,136,000 | +21.5% | 10,328 | +3.5% | 1.26% | +4.4% |
| Q3 2020 | $1,758,000 | -36.0% | 9,975 | -40.5% | 1.20% | -37.8% |
| Q2 2020 | $2,747,000 | – | 16,759 | – | 1.94% | – |
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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% |