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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $30,000 | +15.4% | 146 | 0.0% | 0.01% | -10.0% |
| Q3 2020 | $26,000 | -35.0% | 146 | -40.7% | 0.01% | -41.2% |
| Q2 2020 | $40,000 | +110.5% | 246 | +68.5% | 0.02% | +70.0% |
| Q1 2020 | $19,000 | -50.0% | 146 | -31.1% | 0.01% | -23.1% |
| Q4 2019 | $38,000 | +11.8% | 212 | +3.9% | 0.01% | +8.3% |
| Q3 2019 | $34,000 | -19.0% | 204 | -19.4% | 0.01% | -20.0% |
| Q2 2019 | $42,000 | 0.0% | 253 | -3.1% | 0.02% | 0.0% |
| Q1 2019 | $42,000 | +16.7% | 261 | 0.0% | 0.02% | -6.2% |
| Q4 2018 | $36,000 | -64.4% | 261 | -57.5% | 0.02% | -59.0% |
| Q3 2018 | $101,000 | +31.2% | 614 | +25.3% | 0.04% | +18.2% |
| Q2 2018 | $77,000 | +5.5% | 490 | +3.4% | 0.03% | -17.5% |
| Q1 2018 | $73,000 | -3.9% | 474 | -4.0% | 0.04% | +2.6% |
| Q4 2017 | $76,000 | +4.1% | 494 | 0.0% | 0.04% | -2.5% |
| Q3 2017 | $73,000 | +25.9% | 494 | +20.8% | 0.04% | +17.6% |
| Q2 2017 | $58,000 | -14.7% | 409 | -16.0% | 0.03% | -17.1% |
| Q1 2017 | $68,000 | +11.5% | 487 | +5.4% | 0.04% | +13.9% |
| Q4 2016 | $61,000 | -29.9% | 462 | -31.5% | 0.04% | -35.7% |
| Q3 2016 | $87,000 | -2.2% | 674 | -6.8% | 0.06% | 0.0% |
| Q2 2016 | $89,000 | -16.0% | 723 | -17.1% | 0.06% | -42.9% |
| Q1 2016 | $106,000 | – | 872 | – | 0.10% | – |
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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% |