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 | $241,767 | -16.6% | 1,161 | -15.9% | 0.09% | -15.4% |
| Q1 2023 | $290,035 | -7.9% | 1,380 | -10.7% | 0.10% | -12.6% |
| Q4 2022 | $314,886 | -14.9% | 1,545 | -16.7% | 0.12% | -19.0% |
| Q3 2022 | $370,000 | -0.3% | 1,855 | -0.2% | 0.15% | +2.1% |
| Q2 2022 | $371,000 | -17.0% | 1,858 | -0.5% | 0.14% | -5.3% |
| Q1 2022 | $447,000 | -14.2% | 1,868 | -11.3% | 0.15% | -13.6% |
| Q4 2021 | $521,000 | +0.6% | 2,107 | -2.4% | 0.18% | -6.4% |
| Q3 2021 | $518,000 | +0.4% | 2,159 | -1.4% | 0.19% | +1.1% |
| Q2 2021 | $516,000 | +5.3% | 2,189 | -1.1% | 0.19% | -3.1% |
| Q1 2021 | $490,000 | +8.6% | 2,214 | -0.1% | 0.19% | -2.0% |
| Q4 2020 | $451,000 | +15.3% | 2,216 | 0.0% | 0.20% | +1.6% |
| Q3 2020 | $391,000 | +9.2% | 2,216 | +1.5% | 0.19% | +3.2% |
| Q2 2020 | $358,000 | +20.5% | 2,183 | -3.1% | 0.19% | +3.3% |
| Q1 2020 | $297,000 | -35.0% | 2,253 | -12.2% | 0.18% | -18.1% |
| Q4 2019 | $457,000 | +3.2% | 2,566 | -4.0% | 0.22% | -4.7% |
| Q3 2019 | $443,000 | -1.6% | 2,673 | +0.9% | 0.23% | +0.4% |
| Q2 2019 | $450,000 | +0.9% | 2,648 | -4.5% | 0.23% | -1.3% |
| Q1 2019 | $446,000 | +7.5% | 2,772 | -1.3% | 0.23% | +0.9% |
| Q4 2018 | $415,000 | -10.8% | 2,808 | -4.7% | 0.23% | -7.6% |
| Q2 2018 | $465,000 | – | 2,948 | – | 0.25% | – |
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% |