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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $228,664 | -18.0% | 1,084 | -7.5% | 0.04% | -12.5% |
| Q1 2022 | $279,000 | -20.5% | 1,172 | -14.9% | 0.05% | -15.8% |
| Q4 2021 | $351,000 | +30.5% | 1,377 | +21.1% | 0.06% | +11.8% |
| Q3 2021 | $269,000 | -0.4% | 1,137 | +0.1% | 0.05% | -16.4% |
| Q2 2021 | $270,000 | +7.6% | 1,136 | 0.0% | 0.06% | 0.0% |
| Q1 2021 | $251,000 | -1.2% | 1,136 | 0.0% | 0.06% | +1.7% |
| Q4 2020 | $254,000 | +18.1% | 1,136 | -7.0% | 0.06% | -1.6% |
| Q3 2020 | $215,000 | +7.5% | 1,221 | 0.0% | 0.06% | +5.2% |
| Q2 2020 | $200,000 | – | 1,221 | – | 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% |