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 | $427,257 | +22.4% | 2,052 | +29.4% | 0.48% | +28.0% |
| Q2 2023 | $349,167 | +12.3% | 1,586 | +7.6% | 0.38% | -72.1% |
| Q1 2023 | $310,901 | +115048.5% | 1,474 | +11.2% | 1.34% | -1.7% |
| Q4 2022 | $270 | -99.9% | 1,325 | +14.0% | 1.36% | +40.7% |
| Q3 2022 | $218,000 | -96.5% | 1,162 | -95.8% | 0.97% | -78.5% |
| Q1 2021 | $6,143,000 | +12.1% | 27,752 | +4.7% | 4.52% | -13.8% |
| Q4 2020 | $5,478,000 | – | 26,495 | – | 5.24% | – |
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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% |