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 | $437,251 | +3.3% | 2,100 | +9.3% | 0.09% | +3.5% |
| Q2 2023 | $423,148 | +5.8% | 1,922 | +1.3% | 0.09% | -4.4% |
| Q1 2023 | $400,115 | -6.3% | 1,897 | -9.5% | 0.09% | -14.3% |
| Q4 2022 | $426,982 | +6.5% | 2,095 | -1.7% | 0.10% | -2.8% |
| Q3 2022 | $401,000 | +5.0% | 2,131 | +10.1% | 0.11% | +8.0% |
| Q2 2022 | $382,000 | -31.4% | 1,935 | -17.4% | 0.10% | -19.4% |
| Q1 2022 | $557,000 | -4.8% | 2,342 | +2.0% | 0.12% | -1.6% |
| Q4 2021 | $585,000 | +7.3% | 2,297 | -0.1% | 0.13% | -9.4% |
| Q3 2021 | $545,000 | -5.2% | 2,300 | -5.0% | 0.14% | -8.6% |
| Q2 2021 | $575,000 | +3.6% | 2,422 | -3.4% | 0.15% | -7.9% |
| Q1 2021 | $555,000 | +40.9% | 2,508 | +31.5% | 0.16% | +28.9% |
| Q4 2020 | $394,000 | – | 1,907 | – | 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% |