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 | $714,878 | -43.0% | 3,433 | -39.7% | 0.25% | -37.9% |
| Q2 2023 | $1,253,576 | +7.6% | 5,694 | +3.1% | 0.41% | -5.5% |
| Q1 2023 | $1,165,299 | +0.0% | 5,525 | -3.4% | 0.43% | -5.7% |
| Q4 2022 | $1,165,130 | -7.6% | 5,717 | -14.8% | 0.46% | -10.2% |
| Q3 2022 | $1,261,000 | -11.9% | 6,709 | -7.7% | 0.51% | -9.4% |
| Q2 2022 | $1,432,000 | -19.6% | 7,268 | -3.0% | 0.56% | -14.5% |
| Q1 2022 | $1,782,000 | +17.7% | 7,491 | +26.0% | 0.66% | +8.6% |
| Q4 2021 | $1,514,000 | +249.7% | 5,944 | +224.8% | 0.61% | +144.2% |
| Q3 2021 | $433,000 | +2.6% | 1,830 | -4.1% | 0.25% | -2.4% |
| Q2 2021 | $422,000 | 0.0% | 1,909 | 0.0% | 0.26% | -3.4% |
| Q1 2021 | $422,000 | +21.3% | 1,909 | +13.4% | 0.26% | +5.2% |
| Q4 2020 | $348,000 | – | 1,683 | – | 0.25% | – |
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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% |