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 | $955,825 | -43.1% | 4,590 | -30.4% | 0.24% | -42.8% |
| Q4 2021 | $1,680,000 | +18.9% | 6,593 | +10.5% | 0.42% | +9.4% |
| Q3 2021 | $1,413,000 | -2.6% | 5,966 | -2.4% | 0.38% | -4.9% |
| Q2 2021 | $1,451,000 | +2.5% | 6,114 | -4.3% | 0.40% | -3.3% |
| Q1 2021 | $1,415,000 | +14.0% | 6,391 | +6.4% | 0.42% | +7.2% |
| Q4 2020 | $1,241,000 | +25.6% | 6,004 | +7.1% | 0.39% | +7.1% |
| Q3 2020 | $988,000 | +8.5% | 5,606 | +1.0% | 0.36% | +5.5% |
| Q2 2020 | $911,000 | +23.8% | 5,552 | -0.7% | 0.35% | +37.8% |
| Q1 2020 | $736,000 | -22.7% | 5,591 | +4.6% | 0.25% | +1.6% |
| Q4 2019 | $952,000 | +10.3% | 5,345 | +3.8% | 0.25% | -1.2% |
| Q3 2019 | $863,000 | +12.7% | 5,148 | +12.3% | 0.25% | -4.6% |
| Q2 2019 | $766,000 | +29.0% | 4,585 | +24.1% | 0.26% | +29.7% |
| Q1 2019 | $594,000 | +22.5% | 3,695 | +5.3% | 0.20% | +9.8% |
| Q4 2018 | $485,000 | -14.9% | 3,509 | +1.0% | 0.18% | -5.2% |
| Q3 2018 | $570,000 | +15.6% | 3,473 | +11.1% | 0.19% | +10.2% |
| Q2 2018 | $493,000 | +48.9% | 3,125 | +45.7% | 0.18% | +35.4% |
| Q1 2018 | $331,000 | +10.0% | 2,145 | +10.5% | 0.13% | +11.1% |
| Q4 2017 | $301,000 | +42.7% | 1,942 | +35.0% | 0.12% | +36.0% |
| Q3 2017 | $211,000 | – | 1,438 | – | 0.09% | – |
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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% |