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 | $1,105,384 | -5.4% | 5,308 | 0.0% | 0.54% | +0.9% |
| Q2 2023 | $1,168,659 | +6.5% | 5,308 | +2.0% | 0.54% | +5.5% |
| Q1 2023 | $1,097,179 | +55.2% | 5,202 | +50.0% | 0.51% | +38.9% |
| Q4 2022 | $707,143 | +61.1% | 3,469 | +48.5% | 0.36% | +60.8% |
| Q3 2022 | $439,000 | -4.4% | 2,336 | +0.3% | 0.23% | +2.7% |
| Q2 2022 | $459,000 | -17.0% | 2,329 | +0.2% | 0.22% | -7.5% |
| Q1 2022 | $553,000 | -6.4% | 2,324 | +0.2% | 0.24% | -8.8% |
| Q4 2021 | $591,000 | +7.8% | 2,319 | +0.3% | 0.26% | +0.4% |
| Q3 2021 | $548,000 | 0.0% | 2,313 | +0.2% | 0.26% | -1.5% |
| Q2 2021 | $548,000 | +7.5% | 2,309 | +0.2% | 0.26% | +2.3% |
| Q1 2021 | $510,000 | +6.9% | 2,304 | -0.1% | 0.26% | +0.4% |
| Q4 2020 | $477,000 | +18.1% | 2,307 | +0.6% | 0.26% | +4.9% |
| Q3 2020 | $404,000 | +7.7% | 2,294 | +0.3% | 0.25% | +2.1% |
| Q2 2020 | $375,000 | +24.6% | 2,287 | 0.0% | 0.24% | +5.7% |
| Q1 2020 | $301,000 | -25.7% | 2,287 | +0.6% | 0.23% | -14.3% |
| Q4 2019 | $405,000 | +6.9% | 2,274 | +0.5% | 0.27% | 0.0% |
| Q3 2019 | $379,000 | +0.8% | 2,262 | +0.5% | 0.27% | -4.3% |
| Q2 2019 | $376,000 | +4.2% | 2,251 | +0.2% | 0.28% | +4.5% |
| Q1 2019 | $361,000 | +16.5% | 2,246 | 0.0% | 0.27% | -2.9% |
| Q4 2018 | $310,000 | – | 2,246 | – | 0.27% | – |
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% |