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 | $424,277 | -11.1% | 2,037 | -6.0% | 0.22% | -8.4% |
| Q2 2023 | $477,362 | +1.0% | 2,168 | -3.2% | 0.24% | -7.4% |
| Q1 2023 | $472,460 | -11.0% | 2,240 | -13.9% | 0.26% | -19.2% |
| Q4 2022 | $530,604 | +8.3% | 2,603 | -0.1% | 0.32% | -7.8% |
| Q3 2022 | $490,000 | -8.1% | 2,605 | -3.7% | 0.34% | -8.3% |
| Q2 2022 | $533,000 | -20.3% | 2,704 | -3.9% | 0.38% | -10.9% |
| Q1 2022 | $669,000 | -9.3% | 2,813 | -2.9% | 0.42% | -8.7% |
| Q4 2021 | $738,000 | +11.0% | 2,896 | +3.1% | 0.46% | +9.0% |
| Q3 2021 | $665,000 | +25.2% | 2,810 | +25.6% | 0.42% | +22.6% |
| Q2 2021 | $531,000 | +2.7% | 2,237 | -4.3% | 0.34% | -6.5% |
| Q1 2021 | $517,000 | -3.5% | 2,337 | -9.8% | 0.37% | -14.6% |
| Q4 2020 | $536,000 | – | 2,590 | – | 0.43% | – |
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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% |