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 | $3,768,936 | -9.1% | 18,099 | -3.9% | 2.09% | -3.5% |
| Q2 2023 | $4,144,513 | +4.0% | 18,825 | -0.4% | 2.17% | +0.5% |
| Q1 2023 | $3,985,759 | +0.9% | 18,897 | -2.5% | 2.16% | -6.9% |
| Q4 2022 | $3,948,414 | +3.9% | 19,373 | -4.2% | 2.32% | -6.2% |
| Q3 2022 | $3,801,000 | -4.5% | 20,218 | +1.4% | 2.47% | -0.7% |
| Q2 2022 | $3,981,000 | -2.5% | 19,931 | +16.1% | 2.49% | -6.6% |
| Q1 2022 | $4,082,000 | -0.3% | 17,162 | 0.0% | 2.66% | -10.2% |
| Q4 2021 | $4,096,000 | +0.5% | 17,162 | -0.3% | 2.97% | +4.3% |
| Q3 2021 | $4,077,000 | +1.2% | 17,218 | +1.5% | 2.85% | -0.1% |
| Q2 2021 | $4,028,000 | +9.3% | 16,971 | +2.0% | 2.85% | -5.0% |
| Q1 2021 | $3,684,000 | +6.0% | 16,644 | -0.9% | 3.00% | +8.8% |
| Q4 2020 | $3,474,000 | – | 16,800 | – | 2.76% | – |
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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% |