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 | $520,434 | -7.2% | 2,499 | -1.9% | 0.10% | -1.0% |
| Q2 2023 | $560,707 | +7.7% | 2,547 | +3.2% | 0.10% | 0.0% |
| Q1 2023 | $520,423 | -0.0% | 2,467 | -3.4% | 0.10% | -16.4% |
| Q4 2022 | $520,528 | +10.3% | 2,554 | +1.7% | 0.12% | +13.7% |
| Q3 2022 | $472,000 | -5.6% | 2,512 | -1.1% | 0.10% | -15.7% |
| Q2 2022 | $500,000 | -17.6% | 2,540 | -0.5% | 0.12% | +7.1% |
| Q1 2022 | $607,000 | -13.4% | 2,552 | -7.2% | 0.11% | -5.8% |
| Q4 2021 | $701,000 | +7.8% | 2,751 | +0.1% | 0.12% | +0.8% |
| Q3 2021 | $650,000 | -3.3% | 2,747 | -3.0% | 0.12% | -6.3% |
| Q2 2021 | $672,000 | +7.7% | 2,831 | +0.5% | 0.13% | -5.9% |
| Q1 2021 | $624,000 | +12.0% | 2,818 | +4.6% | 0.14% | +1.5% |
| Q4 2020 | $557,000 | +18.8% | 2,694 | +1.3% | 0.13% | +3.9% |
| Q3 2020 | $469,000 | +3.8% | 2,660 | -3.6% | 0.13% | -3.8% |
| Q2 2020 | $452,000 | +29.5% | 2,759 | +4.2% | 0.13% | +0.8% |
| Q1 2020 | $349,000 | +731.0% | 2,649 | +856.3% | 0.13% | +594.7% |
| Q1 2018 | $42,000 | +110.0% | 277 | +111.5% | 0.02% | +90.0% |
| Q4 2017 | $20,000 | – | 131 | – | 0.01% | – |
Download | ||||||
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% |