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 | $574,629 | -5.9% | 2,759 | -0.5% | 0.29% | -2.4% |
| Q2 2023 | $610,452 | +10.6% | 2,773 | +5.9% | 0.30% | +4.2% |
| Q1 2023 | $552,193 | +28.2% | 2,618 | +23.8% | 0.28% | +21.9% |
| Q4 2022 | $430,845 | +4.1% | 2,114 | -3.2% | 0.23% | -6.0% |
| Q3 2022 | $414,000 | -9.0% | 2,185 | -5.3% | 0.25% | -4.6% |
| Q2 2022 | $455,000 | -20.5% | 2,308 | -48.9% | 0.26% | -5.8% |
| Q1 2022 | $572,000 | +1.4% | 4,520 | +104.3% | 0.28% | -1.1% |
| Q4 2021 | $564,000 | +18.5% | 2,212 | +11.0% | 0.28% | +4.5% |
| Q3 2021 | $476,000 | +38.0% | 1,992 | +37.2% | 0.27% | +34.8% |
| Q2 2021 | $345,000 | +1.8% | 1,452 | +0.3% | 0.20% | +5.9% |
| Q1 2021 | $339,000 | +48.7% | 1,448 | +31.2% | 0.19% | +42.7% |
| Q4 2020 | $228,000 | – | 1,104 | – | 0.13% | – |
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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% |