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 | $1,386,334 | +8.7% | 6,657 | +14.9% | 1.24% | +18.4% |
| Q2 2023 | $1,275,460 | +22.1% | 5,793 | +17.0% | 1.05% | +14.0% |
| Q1 2023 | $1,044,538 | -12.2% | 4,952 | -15.1% | 0.92% | -11.4% |
| Q4 2022 | $1,189,429 | +11.9% | 5,836 | +3.2% | 1.04% | +8.6% |
| Q3 2022 | $1,063,000 | -4.4% | 5,654 | +0.1% | 0.96% | -3.5% |
| Q2 2022 | $1,112,000 | -11.3% | 5,648 | +7.2% | 0.99% | -6.1% |
| Q1 2022 | $1,253,000 | -75.7% | 5,267 | -74.0% | 1.06% | -73.5% |
| Q4 2021 | $5,159,000 | +9.2% | 20,249 | +1.5% | 4.00% | +4.6% |
| Q3 2021 | $4,723,000 | +2.1% | 19,950 | +2.3% | 3.82% | -1.6% |
| Q2 2021 | $4,628,000 | – | 19,500 | – | 3.89% | – |
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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% |