VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $276,543 | -6.0% | 1,328 | -0.6% | 0.18% | +123.5% |
| Q2 2023 | $294,134 | +8.4% | 1,336 | +3.9% | 0.08% | -15.6% |
| Q1 2023 | $271,243 | +22.5% | 1,286 | +18.4% | 0.10% | -34.2% |
| Q4 2022 | $221,338 | +8.5% | 1,086 | 0.0% | 0.15% | +1.4% |
| Q3 2022 | $204,000 | -4.7% | 1,086 | 0.0% | 0.14% | +14.3% |
| Q2 2022 | $214,000 | -17.7% | 1,086 | -0.6% | 0.13% | -3.1% |
| Q1 2022 | $260,000 | -6.5% | 1,093 | 0.0% | 0.13% | -3.0% |
| Q4 2021 | $278,000 | +7.3% | 1,093 | 0.0% | 0.13% | +59.5% |
| Q3 2021 | $259,000 | -1.1% | 1,093 | -0.9% | 0.08% | +18.3% |
| Q2 2021 | $262,000 | +7.4% | 1,103 | 0.0% | 0.07% | +1.4% |
| Q1 2021 | $244,000 | +7.0% | 1,103 | 0.0% | 0.07% | +6.1% |
| Q4 2020 | $228,000 | +10.7% | 1,103 | -12.3% | 0.07% | -10.8% |
| Q2 2020 | $206,000 | -9.6% | 1,258 | -1.6% | 0.07% | -11.9% |
| Q4 2019 | $228,000 | +6.5% | 1,278 | 0.0% | 0.08% | +13.5% |
| Q3 2019 | $214,000 | -3.6% | 1,278 | -3.8% | 0.07% | -2.6% |
| Q2 2019 | $222,000 | +4.2% | 1,328 | 0.0% | 0.08% | +7.0% |
| Q1 2019 | $213,000 | -32.4% | 1,328 | -41.7% | 0.07% | -34.3% |
| Q4 2018 | $315,000 | – | 2,278 | – | 0.11% | – |
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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% |