VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,042 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,050 | -12.4% | 72,272 | -11.2% | 3.95% | +5.2% |
| Q1 2023 | $17,171 | +14.8% | 81,408 | +10.9% | 3.75% | +4.4% |
| Q4 2022 | $14,958 | -99.9% | 73,392 | +12.6% | 3.60% | +6.9% |
| Q3 2022 | $12,249,000 | -17.9% | 65,159 | -14.0% | 3.36% | -17.4% |
| Q2 2022 | $14,922,000 | -9.9% | 75,757 | +8.8% | 4.07% | -3.6% |
| Q1 2022 | $16,554,000 | -3.1% | 69,601 | +3.8% | 4.22% | -7.8% |
| Q4 2021 | $17,081,000 | +40.7% | 67,044 | +24.0% | 4.58% | +3.0% |
| Q1 2021 | $12,141,000 | +38.0% | 54,073 | +27.1% | 4.44% | +12.0% |
| Q4 2020 | $8,798,000 | +20.6% | 42,549 | +2.8% | 3.96% | +2.2% |
| Q3 2020 | $7,295,000 | +7.9% | 41,388 | +0.4% | 3.88% | -1.3% |
| Q2 2020 | $6,758,000 | +40.1% | 41,232 | +12.5% | 3.93% | +17.5% |
| Q1 2020 | $4,825,000 | +58.7% | 36,651 | +114.8% | 3.34% | +81.7% |
| Q4 2019 | $3,040,000 | – | 17,060 | – | 1.84% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fidato Wealth LLC | 101,763 | $19,145,000 | 26.17% |
| Divergent Planning, LLC | 106,533 | $20,026,000 | 14.74% |
| BCK Partners, Inc. | 107,851 | $20,274,000 | 14.66% |
| JMG Financial Group, Ltd. | 1,137,454 | $213,819,000 | 13.89% |
| TL Private Wealth | 117,203 | $22,325,000 | 13.86% |
| Northwest Quadrant Wealth Management, LLC | 210,955 | $39,655,000 | 13.01% |
| Axiom Financial Strategies, LLC | 123,884 | $23,288,000 | 12.38% |
| Stone Asset Management Inc. | 95,885 | $18,024,000 | 11.76% |
| Riverpoint Wealth Management Holdings, LLC | 146,459 | $27,531,000 | 11.71% |
| Ballast, Inc. | 122,698 | $23,064,000 | 11.27% |