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 | $370,251 | -5.4% | 1,778 | 0.0% | 0.26% | -1.1% |
| Q2 2023 | $391,444 | -19.2% | 1,778 | -22.6% | 0.26% | -22.5% |
| Q1 2023 | $484,694 | +0.9% | 2,298 | -2.5% | 0.34% | -6.1% |
| Q4 2022 | $480,584 | -2.1% | 2,358 | -9.8% | 0.36% | -6.7% |
| Q3 2022 | $491,000 | +12.6% | 2,613 | +18.1% | 0.39% | +25.3% |
| Q2 2022 | $436,000 | -29.0% | 2,213 | -14.3% | 0.31% | -17.4% |
| Q1 2022 | $614,000 | +43.1% | 2,583 | +53.3% | 0.37% | +36.6% |
| Q4 2021 | $429,000 | +137.0% | 1,685 | +120.3% | 0.27% | +155.1% |
| Q3 2021 | $181,000 | +105.7% | 765 | +106.8% | 0.11% | +101.9% |
| Q2 2021 | $88,000 | +29.4% | 370 | +21.3% | 0.05% | +76.7% |
| Q1 2021 | $68,000 | -34.6% | 305 | -98.2% | 0.03% | +275.0% |
| Q1 2019 | $104,000 | – | 17,124 | – | 0.01% | – |
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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% |