Orion Portfolio Solutions, LLC - VANGUARD INDEX FDS ownership

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
Orion Portfolio Solutions, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,385,801
+65.2%
11,457
+74.7%
0.03%
+93.3%
Q2 2023$1,443,757
-13.6%
6,557
-17.3%
0.02%
-28.6%
Q1 2023$1,671,626
+78.3%
7,925
+72.3%
0.02%
-36.4%
Q4 2022$937,408
-21.9%
4,599
-28.0%
0.03%
-31.2%
Q3 2022$1,201,000
+95.9%
6,391
+105.4%
0.05%
+92.0%
Q2 2022$613,000
+10.3%
3,112
+33.1%
0.02%
+25.0%
Q1 2022$556,000
-5.6%
2,338
+1.1%
0.02%0.0%
Q4 2021$589,000
-38.7%
2,313
-43.0%
0.02%
-42.9%
Q3 2021$961,000
-44.3%
4,060
-44.2%
0.04%
-48.5%
Q2 2021$1,726,000
+47.6%
7,270
+37.6%
0.07%
+33.3%
Q1 2021$1,169,000
+78.5%
5,283
+66.7%
0.05%
+64.5%
Q4 2020$655,000
+33.1%
3,169
+13.6%
0.03%
+19.2%
Q3 2020$492,000
+34.1%
2,789
+24.5%
0.03%
+30.0%
Q2 2020$367,000
-9.2%
2,240
-27.0%
0.02%
-28.6%
Q1 2020$404,000
-2.7%
3,070
+31.8%
0.03%
-15.2%
Q4 2019$415,0002,3290.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders