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 | $878,629 | -6.1% | 4,219 | -0.7% | 0.21% | +0.9% |
| Q2 2023 | $935,709 | +84.9% | 4,250 | +77.1% | 0.21% | +73.0% |
| Q1 2023 | $506,198 | +26.0% | 2,400 | +21.8% | 0.12% | +24.5% |
| Q4 2022 | $401,663 | +32.6% | 1,971 | +22.0% | 0.10% | +24.1% |
| Q3 2022 | $303,000 | -29.4% | 1,615 | -25.9% | 0.08% | 0.0% |
| Q2 2022 | $429,000 | -61.7% | 2,180 | -53.7% | 0.08% | -58.6% |
| Q1 2022 | $1,121,000 | -8.9% | 4,713 | -9.4% | 0.19% | -14.0% |
| Q3 2021 | $1,231,000 | +86.5% | 5,201 | +87.2% | 0.22% | +79.0% |
| Q2 2021 | $660,000 | +83.3% | 2,779 | +71.1% | 0.12% | +65.3% |
| Q1 2021 | $360,000 | +16.9% | 1,624 | +9.2% | 0.08% | +8.7% |
| Q4 2020 | $308,000 | +16.7% | 1,487 | -0.8% | 0.07% | +1.5% |
| Q3 2020 | $264,000 | +19.5% | 1,499 | +11.0% | 0.07% | -19.0% |
| Q2 2020 | $221,000 | +183.3% | 1,351 | +127.4% | 0.08% | +147.1% |
| Q1 2020 | $78,000 | -2.5% | 594 | +32.6% | 0.03% | +6.2% |
| Q4 2019 | $80,000 | – | 448 | – | 0.03% | – |
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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% |