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 | $1,516,404 | -7.9% | 7,282 | -2.7% | 1.38% | -6.8% |
| Q2 2023 | $1,647,237 | +110750.4% | 7,482 | -2.5% | 1.48% | -0.1% |
| Q1 2023 | $1,486 | -99.9% | 7,674 | 0.0% | 1.48% | 0.0% |
| Q3 2022 | $1,486,000 | -27.6% | 7,674 | -11.5% | 1.48% | +44.2% |
| Q3 2021 | $2,053,000 | -5.1% | 8,671 | -4.9% | 1.02% | +22.8% |
| Q2 2021 | $2,164,000 | +9.1% | 9,117 | +1.8% | 0.83% | +11.8% |
| Q1 2021 | $1,983,000 | -1.9% | 8,957 | -8.4% | 0.75% | -0.8% |
| Q4 2020 | $2,022,000 | +17.4% | 9,778 | +0.0% | 0.75% | +11.1% |
| Q3 2020 | $1,723,000 | +7.6% | 9,775 | +0.0% | 0.68% | +0.9% |
| Q2 2020 | $1,602,000 | -6.9% | 9,772 | -25.2% | 0.67% | -26.7% |
| Q1 2020 | $1,720,000 | -1.8% | 13,066 | +8.3% | 0.92% | +9.4% |
| Q4 2019 | $1,751,000 | – | 12,063 | – | 0.84% | – |
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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% |