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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $460,433 | -13.2% | 2,228 | -4.9% | 0.32% | -9.7% |
Q2 2023 | $530,601 | +6.9% | 2,342 | -0.4% | 0.35% | +11.4% |
Q1 2023 | $496,145 | -89.0% | 2,352 | -88.8% | 0.32% | -91.7% |
Q4 2022 | $4,505,970 | +17.8% | 20,988 | +2.4% | 3.80% | +5.6% |
Q3 2022 | $3,825,000 | -27.3% | 20,504 | -16.1% | 3.60% | -6.2% |
Q2 2022 | $5,261,000 | -12.1% | 24,445 | -4.0% | 3.84% | -5.9% |
Q1 2022 | $5,988,000 | +3.0% | 25,456 | -0.4% | 4.08% | +11.1% |
Q4 2021 | $5,812,000 | – | 25,568 | – | 3.67% | – |
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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% |