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 | $917,133 | -5.4% | 4,404 | 0.0% | 0.38% | -2.3% |
| Q2 2023 | $969,546 | +5.6% | 4,404 | +1.2% | 0.39% | +6.0% |
| Q1 2023 | $918,227 | +6.6% | 4,353 | +3.0% | 0.37% | +1.7% |
| Q4 2022 | $861,720 | +12.6% | 4,228 | +8.8% | 0.36% | +10.4% |
| Q3 2022 | $765,000 | 0.0% | 3,886 | 0.0% | 0.33% | 0.0% |
| Q2 2022 | $765,000 | -11.4% | 3,886 | +7.1% | 0.33% | +0.9% |
| Q1 2022 | $863,000 | -9.0% | 3,629 | -2.5% | 0.32% | -8.8% |
| Q4 2021 | $948,000 | +2.8% | 3,723 | -4.4% | 0.35% | +2.9% |
| Q3 2021 | $922,000 | +0.4% | 3,894 | +0.7% | 0.34% | +3.0% |
| Q2 2021 | $918,000 | +1.2% | 3,868 | -5.6% | 0.33% | -9.7% |
| Q1 2021 | $907,000 | +6.6% | 4,098 | -0.4% | 0.37% | -0.8% |
| Q4 2020 | $851,000 | +18.9% | 4,114 | +1.3% | 0.37% | +1.6% |
| Q3 2020 | $716,000 | +5.0% | 4,060 | -2.4% | 0.37% | -4.9% |
| Q2 2020 | $682,000 | +1.2% | 4,159 | -18.7% | 0.39% | -17.5% |
| Q1 2020 | $674,000 | -26.7% | 5,118 | -0.9% | 0.47% | -21.5% |
| Q4 2019 | $920,000 | +5.7% | 5,164 | -0.5% | 0.60% | -4.8% |
| Q3 2019 | $870,000 | +20.2% | 5,189 | -1.0% | 0.63% | -5.3% |
| Q2 2019 | $724,000 | -14.4% | 5,239 | +1.0% | 0.66% | +22.9% |
| Q1 2019 | $846,000 | +16.9% | 5,189 | -1.0% | 0.54% | -2.2% |
| Q4 2018 | $724,000 | – | 5,239 | – | 0.55% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fidato Wealth LLC | 101,763 | $19,145,000 | 26.17% |
| Divergent Planning, LLC | 106,533 | $20,026,000 | 14.74% |
| BCK Partners, Inc. | 107,851 | $20,274,000 | 14.66% |
| JMG Financial Group, Ltd. | 1,137,454 | $213,819,000 | 13.89% |
| TL Private Wealth | 117,203 | $22,325,000 | 13.86% |
| Northwest Quadrant Wealth Management, LLC | 210,955 | $39,655,000 | 13.01% |
| Axiom Financial Strategies, LLC | 123,884 | $23,288,000 | 12.38% |
| Stone Asset Management Inc. | 95,885 | $18,024,000 | 11.76% |
| Riverpoint Wealth Management Holdings, LLC | 146,459 | $27,531,000 | 11.71% |
| Ballast, Inc. | 122,698 | $23,064,000 | 11.27% |