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 | $1,064,579 | -6.0% | 5,112 | -0.7% | 0.65% | -2.0% |
| Q2 2023 | $1,132,926 | +4.6% | 5,146 | +0.2% | 0.66% | -2.8% |
| Q1 2023 | $1,083,219 | +3.6% | 5,136 | +0.1% | 0.68% | -3.1% |
| Q4 2022 | $1,045,285 | +11.2% | 5,129 | +2.6% | 0.71% | +4.9% |
| Q3 2022 | $940,000 | -4.1% | 4,999 | +0.2% | 0.67% | -0.9% |
| Q2 2022 | $980,000 | -13.7% | 4,989 | +4.5% | 0.68% | +0.7% |
| Q1 2022 | $1,136,000 | -10.3% | 4,775 | -4.0% | 0.67% | -13.7% |
| Q4 2021 | $1,267,000 | +7.5% | 4,972 | -0.1% | 0.78% | -8.8% |
| Q3 2021 | $1,179,000 | +2.1% | 4,978 | +2.3% | 0.86% | +1.2% |
| Q2 2021 | $1,155,000 | +8.2% | 4,868 | +1.0% | 0.85% | -5.2% |
| Q1 2021 | $1,067,000 | +11.7% | 4,821 | +4.4% | 0.89% | +11.1% |
| Q4 2020 | $955,000 | – | 4,616 | – | 0.80% | – |
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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% |