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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $50,749 | +8.0% | 249 | 0.0% | 0.03% | -5.7% |
| Q3 2022 | $47,000 | -4.1% | 249 | 0.0% | 0.04% | +2.9% |
| Q2 2022 | $49,000 | -57.0% | 249 | -48.0% | 0.03% | -55.8% |
| Q1 2022 | $114,000 | -93.2% | 479 | -92.7% | 0.08% | -93.9% |
| Q4 2021 | $1,676,000 | +196.6% | 6,580 | +175.8% | 1.27% | +178.5% |
| Q3 2021 | $565,000 | +56.1% | 2,386 | +56.4% | 0.46% | +44.3% |
| Q2 2021 | $362,000 | +7.1% | 1,526 | 0.0% | 0.32% | +2.3% |
| Q1 2021 | $338,000 | +69.0% | 1,526 | +57.8% | 0.31% | +58.5% |
| Q4 2020 | $200,000 | – | 967 | – | 0.20% | – |
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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% |