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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $330,256 | +13.0% | 1,420 | +1.2% | 0.05% | +17.9% |
| Q3 2023 | $292,195 | +0.8% | 1,403 | +14.9% | 0.04% | -45.8% |
| Q1 2022 | $290,000 | -63.2% | 1,221 | -60.6% | 0.07% | -64.9% |
| Q4 2021 | $789,000 | -10.2% | 3,098 | -16.6% | 0.20% | -28.6% |
| Q3 2021 | $879,000 | +0.3% | 3,714 | +0.6% | 0.29% | +3.6% |
| Q2 2021 | $876,000 | +32.1% | 3,692 | +23.3% | 0.28% | +16.4% |
| Q1 2021 | $663,000 | +69.1% | 2,995 | +58.0% | 0.24% | +51.6% |
| Q4 2020 | $392,000 | – | 1,895 | – | 0.16% | – |
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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% |