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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $204,000 | -23.3% | 1,035 | -7.6% | 0.26% | +63.6% |
| Q1 2022 | $266,000 | -13.6% | 1,120 | -7.4% | 0.16% | +4.5% |
| Q4 2021 | $308,000 | +36.9% | 1,210 | +27.4% | 0.16% | +25.0% |
| Q3 2021 | $225,000 | 0.0% | 950 | 0.0% | 0.12% | +6.9% |
| Q2 2021 | $225,000 | -17.0% | 950 | -37.7% | 0.12% | -55.9% |
| Q4 2019 | $271,000 | +19.9% | 1,525 | +13.4% | 0.26% | -0.8% |
| Q3 2019 | $226,000 | -8.5% | 1,345 | 0.0% | 0.26% | +3.9% |
| Q2 2019 | $247,000 | +4.2% | 1,345 | -8.8% | 0.26% | -2.3% |
| Q1 2019 | $237,000 | -9.2% | 1,475 | -13.0% | 0.26% | -13.3% |
| Q4 2018 | $261,000 | 0.0% | 1,695 | 0.0% | 0.30% | +20.4% |
| Q3 2018 | $261,000 | -44.9% | 1,695 | -42.6% | 0.25% | -40.8% |
| Q4 2017 | $474,000 | – | 2,955 | – | 0.42% | – |
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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% |