VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,048 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.19 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $651,375 | -5.4% | 3,128 | 0.0% | 0.07% | -2.9% |
| Q2 2023 | $688,660 | +4.4% | 3,128 | 0.0% | 0.07% | 0.0% |
| Q1 2023 | $659,758 | +2.6% | 3,128 | -0.9% | 0.07% | 0.0% |
| Q4 2022 | $643,021 | -29.7% | 3,155 | -35.2% | 0.07% | -34.3% |
| Q3 2022 | $915,000 | -6.5% | 4,866 | -2.1% | 0.10% | +5.0% |
| Q2 2022 | $979,000 | +20.1% | 4,972 | +45.1% | 0.10% | +40.8% |
| Q1 2022 | $815,000 | -9.2% | 3,426 | -2.8% | 0.07% | -6.6% |
| Q4 2021 | $898,000 | +7.5% | 3,526 | 0.0% | 0.08% | -3.8% |
| Q3 2021 | $835,000 | -15.0% | 3,526 | -14.7% | 0.08% | -16.8% |
| Q2 2021 | $982,000 | +22.0% | 4,136 | +13.8% | 0.10% | +15.9% |
| Q1 2021 | $805,000 | +19.1% | 3,636 | +11.2% | 0.08% | +17.1% |
| Q4 2020 | $676,000 | +19.9% | 3,271 | +2.3% | 0.07% | +6.1% |
| Q3 2020 | $564,000 | +7.6% | 3,198 | 0.0% | 0.07% | +1.5% |
| Q2 2020 | $524,000 | +24.5% | 3,198 | 0.0% | 0.06% | +6.6% |
| Q1 2020 | $421,000 | – | 3,198 | – | 0.06% | – |
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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% |