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 | $372 | -5.8% | 1,788 | -0.3% | 0.06% | -1.5% |
| Q2 2023 | $395 | -6.6% | 1,794 | -10.7% | 0.07% | -10.8% |
| Q1 2023 | $423 | -9.4% | 2,010 | -8.2% | 0.07% | -11.9% |
| Q4 2022 | $467 | -99.9% | 2,189 | -46.1% | 0.08% | -49.1% |
| Q3 2022 | $790,000 | +240.5% | 4,062 | +255.1% | 0.16% | +236.7% |
| Q2 2022 | $232,000 | -14.7% | 1,144 | 0.0% | 0.05% | -5.8% |
| Q1 2022 | $272,000 | +151.9% | 1,144 | +169.8% | 0.05% | +160.0% |
| Q4 2021 | $108,000 | +8.0% | 424 | 0.0% | 0.02% | +11.1% |
| Q3 2021 | $100,000 | -1.0% | 424 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $101,000 | +7.4% | 424 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $94,000 | +23.7% | 424 | +15.5% | 0.02% | +12.5% |
| Q4 2020 | $76,000 | +16.9% | 367 | 0.0% | 0.02% | +6.7% |
| Q3 2020 | $65,000 | -4.4% | 367 | -11.6% | 0.02% | -6.2% |
| Q2 2020 | $68,000 | +1.5% | 415 | -18.1% | 0.02% | -15.8% |
| Q1 2020 | $67,000 | +3.1% | 507 | +38.1% | 0.02% | +18.8% |
| Q4 2019 | $65,000 | +4.8% | 367 | 0.0% | 0.02% | -5.9% |
| Q3 2019 | $62,000 | +1.6% | 367 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $61,000 | +3.4% | 367 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $59,000 | +15.7% | 367 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $51,000 | -1.9% | 367 | +15.8% | 0.02% | -5.6% |
| Q3 2018 | $52,000 | +4.0% | 317 | 0.0% | 0.02% | -5.3% |
| Q2 2018 | $50,000 | – | 317 | – | 0.02% | – |
Download | ||||||
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% |