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 | $6,671,573 | +2.3% | 32,038 | +8.2% | 0.86% | +3.5% |
| Q2 2023 | $6,521,331 | +6.8% | 29,621 | +2.3% | 0.83% | -1.0% |
| Q1 2023 | $6,108,745 | +5.7% | 28,962 | +2.1% | 0.84% | -8.9% |
| Q4 2022 | $5,781,278 | +17.6% | 28,366 | +8.5% | 0.92% | +3.2% |
| Q3 2022 | $4,914,000 | -1.7% | 26,143 | +3.1% | 0.90% | -1.0% |
| Q2 2022 | $4,997,000 | -4.4% | 25,368 | +15.4% | 0.90% | -1.7% |
| Q1 2022 | $5,228,000 | +14.0% | 21,982 | +22.1% | 0.92% | +4.9% |
| Q4 2021 | $4,586,000 | -7.3% | 18,000 | -13.8% | 0.88% | -23.1% |
| Q3 2021 | $4,945,000 | -2.3% | 20,886 | -2.1% | 1.14% | -7.5% |
| Q2 2021 | $5,063,000 | +1.3% | 21,330 | -5.5% | 1.23% | -15.0% |
| Q1 2021 | $4,997,000 | +6.3% | 22,574 | -0.7% | 1.45% | -10.0% |
| Q4 2020 | $4,700,000 | +20.6% | 22,729 | +2.8% | 1.61% | +1.6% |
| Q3 2020 | $3,898,000 | +8.8% | 22,115 | +1.2% | 1.59% | -2.3% |
| Q2 2020 | $3,583,000 | +191.8% | 21,862 | +134.4% | 1.62% | +107.1% |
| Q1 2020 | $1,228,000 | +32.6% | 9,328 | +79.5% | 0.78% | +34.2% |
| Q4 2019 | $926,000 | +47.5% | 5,197 | +38.6% | 0.58% | +33.9% |
| Q3 2019 | $628,000 | +185.5% | 3,750 | +185.2% | 0.44% | +165.9% |
| Q2 2019 | $220,000 | – | 1,315 | – | 0.16% | – |
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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% |