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 | $2,289,464 | -0.9% | 10,994 | +4.7% | 1.66% | +0.8% |
| Q2 2023 | $2,311,274 | +5.0% | 10,498 | +0.6% | 1.64% | -0.4% |
| Q1 2023 | $2,200,519 | +4.6% | 10,433 | +1.0% | 1.65% | -5.9% |
| Q4 2022 | $2,104,493 | +11.6% | 10,326 | +2.9% | 1.75% | -0.1% |
| Q3 2022 | $1,886,000 | -2.6% | 10,034 | +2.1% | 1.76% | +4.9% |
| Q2 2022 | $1,936,000 | -15.3% | 9,828 | +2.2% | 1.67% | -11.8% |
| Q1 2022 | $2,287,000 | +24.9% | 9,616 | +33.8% | 1.90% | +27.2% |
| Q4 2021 | $1,831,000 | -40.4% | 7,188 | -44.6% | 1.49% | +9.7% |
| Q3 2021 | $3,070,000 | +148.2% | 12,968 | +148.8% | 1.36% | +22.1% |
| Q2 2021 | $1,237,000 | +26.5% | 5,213 | +18.0% | 1.11% | +15.3% |
| Q1 2021 | $978,000 | +102.5% | 4,417 | +89.1% | 0.96% | +90.3% |
| Q4 2020 | $483,000 | – | 2,336 | – | 0.51% | – |
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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% |