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 | $9,552,594 | -5.5% | 45,873 | -0.0% | 4.08% | -0.1% |
| Q2 2023 | $10,104,023 | +0.7% | 45,894 | -3.5% | 4.08% | -1.9% |
| Q1 2023 | $10,030,933 | +2.4% | 47,558 | -1.0% | 4.16% | +0.8% |
| Q4 2022 | $9,793,478 | +11.4% | 48,052 | +2.7% | 4.13% | +8.7% |
| Q3 2022 | $8,795,000 | -4.2% | 46,787 | +0.4% | 3.80% | +0.8% |
| Q2 2022 | $9,182,000 | -19.1% | 46,614 | -2.3% | 3.77% | -6.0% |
| Q1 2022 | $11,343,000 | -6.4% | 47,690 | +0.2% | 4.01% | -2.9% |
| Q4 2021 | $12,124,000 | +9.2% | 47,588 | +1.5% | 4.13% | +3.3% |
| Q3 2021 | $11,100,000 | +0.9% | 46,881 | +1.1% | 4.00% | -2.4% |
| Q2 2021 | $11,002,000 | +13.2% | 46,355 | +5.5% | 4.10% | +2.6% |
| Q1 2021 | $9,722,000 | +12.2% | 43,924 | +4.8% | 4.00% | +3.2% |
| Q4 2020 | $8,668,000 | – | 41,923 | – | 3.88% | – |
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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% |