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 | $329,895 | -6.3% | 1,584 | -0.9% | 0.20% | +6.9% |
| Q2 2023 | $351,979 | -59.5% | 1,599 | -61.2% | 0.19% | -48.6% |
| Q1 2023 | $868,679 | +3.1% | 4,119 | -0.3% | 0.37% | -11.2% |
| Q4 2022 | $842,188 | +5.4% | 4,132 | -2.8% | 0.41% | +12.3% |
| Q3 2022 | $799,000 | -5.1% | 4,250 | -0.6% | 0.37% | -3.4% |
| Q2 2022 | $842,000 | -61.0% | 4,277 | -52.9% | 0.38% | -14.8% |
| Q1 2022 | $2,160,000 | +92.7% | 9,080 | +106.4% | 0.45% | -9.7% |
| Q4 2021 | $1,121,000 | +5.9% | 4,399 | -1.7% | 0.49% | -3.9% |
| Q3 2021 | $1,059,000 | -4.1% | 4,473 | -3.8% | 0.51% | -9.3% |
| Q2 2021 | $1,104,000 | +8.1% | 4,652 | +0.8% | 0.57% | -5.7% |
| Q1 2021 | $1,021,000 | +0.8% | 4,615 | -5.8% | 0.60% | -11.2% |
| Q4 2020 | $1,013,000 | +7.3% | 4,901 | -8.5% | 0.68% | -2.7% |
| Q3 2020 | $944,000 | +7.0% | 5,356 | -0.4% | 0.70% | +1.5% |
| Q2 2020 | $882,000 | +35.3% | 5,379 | +8.6% | 0.69% | +10.6% |
| Q1 2020 | $652,000 | +1.6% | 4,951 | +37.3% | 0.62% | +14.4% |
| Q4 2019 | $642,000 | – | 3,605 | – | 0.54% | – |
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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% |