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 | $4,929,157 | +15.3% | 23,671 | +21.9% | 8.11% | +24.5% |
| Q2 2023 | $4,273,422 | +6.9% | 19,411 | +2.4% | 6.51% | -1.9% |
| Q1 2023 | $3,998,084 | +3.3% | 18,955 | -0.2% | 6.64% | -2.2% |
| Q4 2022 | $3,871,448 | +9.1% | 18,995 | +0.7% | 6.79% | +0.2% |
| Q3 2022 | $3,547,000 | -4.2% | 18,868 | +0.4% | 6.77% | -0.8% |
| Q2 2022 | $3,701,000 | -22.7% | 18,792 | -6.6% | 6.83% | +94.1% |
| Q1 2022 | $4,785,000 | -5.6% | 20,117 | +1.1% | 3.52% | -0.4% |
| Q4 2021 | $5,071,000 | +16.8% | 19,906 | +8.6% | 3.53% | +18.6% |
| Q3 2021 | $4,341,000 | -2.0% | 18,336 | -1.7% | 2.98% | -10.8% |
| Q2 2021 | $4,429,000 | +6.0% | 18,660 | -1.2% | 3.34% | -9.5% |
| Q1 2021 | $4,179,000 | +7.3% | 18,880 | +0.2% | 3.69% | +2.5% |
| Q4 2020 | $3,896,000 | – | 18,842 | – | 3.60% | – |
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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% |