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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,606,207 | -1.1% | 22,120 | +4.6% | 0.89% | +9.0% |
| Q2 2023 | $4,656,564 | +10.1% | 21,151 | +5.5% | 0.82% | -1.9% |
| Q1 2023 | $4,227,957 | +9.8% | 20,044 | +6.1% | 0.83% | +1.6% |
| Q4 2022 | $3,851,587 | +77.4% | 18,898 | +71.4% | 0.82% | +278.3% |
| Q2 2022 | $2,171,000 | -78.1% | 11,024 | -73.5% | 0.22% | -74.7% |
| Q1 2022 | $9,891,000 | +1862.5% | 41,586 | +2002.4% | 0.86% | +1992.7% |
| Q4 2021 | $504,000 | -93.8% | 1,978 | -94.6% | 0.04% | -95.0% |
| Q1 2021 | $8,065,000 | +5.1% | 36,436 | -1.8% | 0.82% | -6.5% |
| Q4 2020 | $7,672,000 | – | 37,106 | – | 0.88% | – |
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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% |