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 | $805 | -32.7% | 3,865 | -28.9% | 0.17% | -35.4% |
| Q2 2023 | $1,197 | -9.5% | 5,439 | -16.2% | 0.26% | -25.3% |
| Q4 2022 | $1,322 | -99.8% | 6,487 | +117.0% | 0.35% | +121.7% |
| Q3 2022 | $562,000 | -3.4% | 2,989 | +1.3% | 0.16% | +4.7% |
| Q2 2022 | $582,000 | +1.6% | 2,952 | +22.5% | 0.15% | -25.4% |
| Q1 2022 | $573,000 | -6.2% | 2,409 | +0.5% | 0.20% | +41.5% |
| Q4 2021 | $611,000 | +19.3% | 2,397 | +10.9% | 0.14% | +7.6% |
| Q3 2021 | $512,000 | +6.2% | 2,162 | +6.5% | 0.13% | +3.9% |
| Q2 2021 | $482,000 | +14.8% | 2,031 | +7.1% | 0.13% | +13.4% |
| Q1 2021 | $420,000 | +41.9% | 1,896 | +32.3% | 0.11% | +24.4% |
| Q4 2020 | $296,000 | +22.8% | 1,433 | +4.6% | 0.09% | -9.1% |
| Q3 2020 | $241,000 | – | 1,370 | – | 0.10% | – |
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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% |