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 | $2,472,705 | -6.5% | 11,874 | -1.1% | 0.35% | -1.7% |
| Q2 2023 | $2,643,710 | +4.0% | 12,008 | -0.4% | 0.36% | -4.6% |
| Q1 2023 | $2,542,014 | +3.5% | 12,052 | -0.0% | 0.37% | -3.6% |
| Q4 2022 | $2,457,000 | +8.0% | 12,054 | -0.4% | 0.39% | +3.2% |
| Q3 2022 | $2,275,000 | -13.1% | 12,100 | -8.9% | 0.38% | +10.9% |
| Q2 2022 | $2,617,000 | -18.8% | 13,285 | -2.0% | 0.34% | -28.4% |
| Q1 2022 | $3,223,000 | -7.1% | 13,552 | -0.5% | 0.47% | -3.9% |
| Q4 2021 | $3,469,000 | +9.2% | 13,616 | +1.5% | 0.49% | +0.6% |
| Q3 2021 | $3,176,000 | -0.0% | 13,414 | +0.2% | 0.49% | -4.9% |
| Q2 2021 | $3,177,000 | +5.2% | 13,385 | -1.9% | 0.51% | -4.6% |
| Q1 2021 | $3,019,000 | -1.5% | 13,641 | -8.0% | 0.54% | -14.2% |
| Q4 2020 | $3,066,000 | – | 14,827 | – | 0.63% | – |
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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% |