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 | $654,363 | +7.9% | 3,142 | +14.0% | 0.24% | -14.6% |
| Q2 2023 | $606,723 | +2.4% | 2,756 | -1.9% | 0.29% | +20.1% |
| Q1 2023 | $592,563 | +6.9% | 2,809 | +3.3% | 0.24% | +3.0% |
| Q4 2022 | $554,321 | +35.2% | 2,720 | +24.5% | 0.23% | +20.2% |
| Q3 2022 | $410,000 | +17.5% | 2,185 | +23.4% | 0.19% | +18.4% |
| Q2 2022 | $349,000 | +44.2% | 1,770 | +73.9% | 0.16% | +59.8% |
| Q1 2022 | $242,000 | -10.0% | 1,018 | -3.8% | 0.10% | -4.7% |
| Q4 2021 | $269,000 | +7.6% | 1,058 | +0.2% | 0.11% | -7.0% |
| Q3 2021 | $250,000 | 0.0% | 1,056 | +0.2% | 0.12% | +1.8% |
| Q2 2021 | $250,000 | -12.6% | 1,054 | -23.7% | 0.11% | -26.6% |
| Q4 2020 | $286,000 | – | 1,382 | – | 0.15% | – |
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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% |