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 | $2,533,676 | -8.8% | 12,167 | -3.6% | 0.57% | -5.9% |
| Q2 2023 | $2,778,117 | +26.7% | 12,619 | +21.4% | 0.61% | +6.7% |
| Q1 2023 | $2,192,438 | -17.4% | 10,395 | -20.1% | 0.57% | -12.6% |
| Q4 2022 | $2,652,797 | +10953.3% | 13,016 | -3.3% | 0.65% | +9228.6% |
| Q3 2022 | $24,000 | -99.0% | 13,462 | +7.1% | 0.01% | -98.9% |
| Q2 2022 | $2,475,000 | -28.7% | 12,566 | -13.9% | 0.64% | -21.4% |
| Q1 2022 | $3,472,000 | +23.6% | 14,602 | +32.4% | 0.81% | +22.4% |
| Q4 2021 | $2,810,000 | +15.2% | 11,031 | +7.0% | 0.66% | +2.3% |
| Q3 2021 | $2,440,000 | +3.7% | 10,309 | +3.9% | 0.65% | +1.7% |
| Q2 2021 | $2,354,000 | +55.6% | 9,918 | +35.5% | 0.64% | +23.4% |
| Q4 2020 | $1,513,000 | – | 7,322 | – | 0.52% | – |
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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% |