VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,338 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $255,094 | -5.4% | 1,225 | 0.0% | 0.02% | -4.0% |
| Q2 2023 | $269,696 | +4.4% | 1,225 | 0.0% | 0.02% | -3.8% |
| Q1 2023 | $258,377 | +3.5% | 1,225 | 0.0% | 0.03% | -3.7% |
| Q4 2022 | $249,667 | +10.5% | 1,225 | +2.1% | 0.03% | +8.0% |
| Q3 2022 | $226,000 | -4.6% | 1,200 | -0.2% | 0.02% | 0.0% |
| Q2 2022 | $237,000 | -17.1% | 1,203 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $286,000 | -6.5% | 1,203 | 0.0% | 0.02% | +4.2% |
| Q4 2021 | $306,000 | +7.7% | 1,203 | +0.2% | 0.02% | 0.0% |
| Q3 2021 | $284,000 | -0.4% | 1,201 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $285,000 | +2.9% | 1,201 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $277,000 | +11.7% | 1,201 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $248,000 | +13.2% | 1,201 | -3.5% | 0.02% | 0.0% |
| Q3 2020 | $219,000 | – | 1,245 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fidato Wealth LLC | 101,763 | $19,145,000 | 26.17% |
| Divergent Planning, LLC | 106,533 | $20,026,000 | 14.74% |
| BCK Partners, Inc. | 107,851 | $20,274,000 | 14.66% |
| JMG Financial Group, Ltd. | 1,137,454 | $213,819,000 | 13.89% |
| TL Private Wealth | 117,203 | $22,325,000 | 13.86% |
| Northwest Quadrant Wealth Management, LLC | 210,955 | $39,655,000 | 13.01% |
| Axiom Financial Strategies, LLC | 123,884 | $23,288,000 | 12.38% |
| Stone Asset Management Inc. | 95,885 | $18,024,000 | 11.76% |
| Riverpoint Wealth Management Holdings, LLC | 146,459 | $27,531,000 | 11.71% |
| Ballast, Inc. | 122,698 | $23,064,000 | 11.27% |