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 | $10,267 | -67.2% | 49 | -65.5% | 0.00% | -62.5% |
| Q2 2023 | $31,329 | +10.6% | 142 | +6.0% | 0.01% | 0.0% |
| Q1 2023 | $28,328 | +3.5% | 134 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $27,373 | -11.7% | 134 | -17.8% | 0.01% | -20.0% |
| Q3 2022 | $31,000 | +3.3% | 163 | +7.9% | 0.01% | 0.0% |
| Q2 2022 | $30,000 | -16.7% | 151 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $36,000 | +5.9% | 151 | +12.7% | 0.01% | 0.0% |
| Q4 2021 | $34,000 | +6.2% | 134 | -0.7% | 0.01% | 0.0% |
| Q3 2021 | $32,000 | -15.8% | 135 | -14.0% | 0.01% | -21.4% |
| Q2 2021 | $38,000 | +8.6% | 157 | 0.0% | 0.01% | +7.7% |
| Q1 2021 | $35,000 | +6.1% | 157 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $33,000 | +10.0% | 157 | -5.4% | 0.01% | -7.1% |
| Q3 2020 | $30,000 | +7.1% | 166 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $28,000 | +27.3% | 166 | 0.0% | 0.01% | -6.7% |
| Q1 2020 | $22,000 | +10.0% | 166 | +55.1% | 0.02% | +15.4% |
| Q4 2019 | $20,000 | – | 107 | – | 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% |