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 | $12,516,330 | -0.8% | 60,105 | +4.9% | 3.62% | +0.6% |
| Q2 2023 | $12,614,971 | +17.7% | 57,299 | +12.7% | 3.59% | +10.5% |
| Q1 2023 | $10,719,948 | +19.5% | 50,825 | +15.5% | 3.25% | +11.9% |
| Q4 2022 | $8,971,145 | +21.2% | 44,017 | +11.8% | 2.91% | +7.1% |
| Q3 2022 | $7,400,000 | +14.3% | 39,366 | +19.7% | 2.72% | +15.5% |
| Q2 2022 | $6,476,000 | -14.3% | 32,879 | +3.5% | 2.35% | -4.3% |
| Q1 2022 | $7,553,000 | +0.1% | 31,759 | +7.2% | 2.46% | +4.7% |
| Q4 2021 | $7,547,000 | +12.3% | 29,623 | +4.3% | 2.35% | +5.1% |
| Q3 2021 | $6,723,000 | -1.1% | 28,395 | -0.9% | 2.23% | -2.1% |
| Q2 2021 | $6,799,000 | +9.6% | 28,646 | +2.2% | 2.28% | +0.5% |
| Q1 2021 | $6,201,000 | +6.1% | 28,017 | -0.9% | 2.27% | -0.1% |
| Q4 2020 | $5,843,000 | – | 28,260 | – | 2.27% | – |
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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% |