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 | $1,583,457 | -5.4% | 7,604 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $1,674,097 | +1.4% | 7,604 | -2.8% | 0.02% | -5.0% |
| Q1 2023 | $1,650,660 | +39.7% | 7,826 | +35.0% | 0.02% | +33.3% |
| Q4 2022 | $1,181,283 | +8.4% | 5,796 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $1,090,000 | -4.6% | 5,796 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $1,142,000 | -17.2% | 5,796 | 0.0% | 0.02% | -6.2% |
| Q1 2022 | $1,379,000 | -11.4% | 5,796 | -5.1% | 0.02% | -5.9% |
| Q4 2021 | $1,556,000 | +12.8% | 6,106 | +4.9% | 0.02% | +6.2% |
| Q3 2021 | $1,379,000 | -50.1% | 5,823 | -19.2% | 0.02% | 0.0% |
| Q2 2021 | $2,764,000 | +120.6% | 7,205 | +27.3% | 0.02% | 0.0% |
| Q1 2021 | $1,253,000 | +7.1% | 5,659 | 0.0% | 0.02% | -5.9% |
| Q4 2020 | $1,170,000 | +14.8% | 5,659 | -2.1% | 0.02% | +6.2% |
| Q3 2020 | $1,019,000 | +9.8% | 5,781 | +2.2% | 0.02% | 0.0% |
| Q2 2020 | $928,000 | +24.6% | 5,659 | 0.0% | 0.02% | +6.7% |
| Q1 2020 | $745,000 | -18.4% | 5,659 | +10.4% | 0.02% | 0.0% |
| Q4 2019 | $913,000 | +6.3% | 5,124 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $859,000 | +37.2% | 5,124 | -9.9% | 0.02% | -16.7% |
| Q4 2013 | $626,000 | +53.1% | 5,688 | +32.3% | 0.02% | +38.5% |
| Q2 2013 | $409,000 | – | 4,298 | – | 0.01% | – |
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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% |