VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,313 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,083,223 | +12.1% | 19,608 | +18.5% | 0.58% | +12.1% |
| Q2 2023 | $3,641,916 | +11.6% | 16,542 | +7.0% | 0.52% | +5.3% |
| Q1 2023 | $3,262,089 | +3.2% | 15,466 | -0.2% | 0.50% | -0.8% |
| Q4 2022 | $3,159,463 | +9.8% | 15,502 | +1.3% | 0.50% | -7.6% |
| Q3 2022 | $2,877,000 | +2.3% | 15,303 | +7.2% | 0.54% | +5.7% |
| Q2 2022 | $2,812,000 | -15.4% | 14,275 | +2.1% | 0.51% | -4.7% |
| Q1 2022 | $3,324,000 | +3.9% | 13,976 | +11.3% | 0.54% | +8.1% |
| Q4 2021 | $3,200,000 | +11.0% | 12,562 | +3.2% | 0.50% | +4.0% |
| Q3 2021 | $2,882,000 | +0.3% | 12,173 | +0.5% | 0.48% | +5.3% |
| Q2 2021 | $2,874,000 | +61.3% | 12,107 | +50.3% | 0.45% | +54.6% |
| Q1 2021 | $1,782,000 | +163.6% | 8,053 | +146.5% | 0.29% | +134.4% |
| Q4 2020 | $676,000 | +86.7% | 3,267 | +58.9% | 0.12% | +56.2% |
| Q3 2020 | $362,000 | +20.3% | 2,056 | +12.0% | 0.08% | +12.7% |
| Q2 2020 | $301,000 | – | 1,835 | – | 0.07% | – |
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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% |