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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $205,000 | -64.0% | 1,043 | -56.5% | 0.07% | -57.7% |
| Q1 2022 | $570,000 | -25.1% | 2,398 | -19.7% | 0.17% | -20.8% |
| Q4 2021 | $761,000 | +7.6% | 2,988 | 0.0% | 0.21% | -0.5% |
| Q3 2021 | $707,000 | -3.9% | 2,988 | -3.6% | 0.21% | -7.8% |
| Q2 2021 | $736,000 | +28.0% | 3,099 | -29.0% | 0.23% | -16.6% |
| Q1 2021 | $575,000 | -20.5% | 4,366 | +24.8% | 0.28% | +9.9% |
| Q4 2020 | $723,000 | +11.6% | 3,498 | -4.8% | 0.25% | -0.8% |
| Q3 2020 | $648,000 | -7.7% | 3,676 | -14.2% | 0.25% | -12.4% |
| Q2 2020 | $702,000 | +22.1% | 4,282 | -1.9% | 0.29% | +4.7% |
| Q1 2020 | $575,000 | – | 4,366 | – | 0.28% | – |
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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% |