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 | $350,368 | -12.4% | 1,683 | -7.4% | 0.11% | -7.6% |
| Q2 2023 | $399,987 | +14.2% | 1,817 | +9.5% | 0.12% | +9.3% |
| Q1 2023 | $350,126 | +13.5% | 1,660 | +9.6% | 0.11% | +4.9% |
| Q4 2022 | $308,542 | -80.6% | 1,514 | -81.2% | 0.10% | -85.8% |
| Q2 2022 | $1,587,000 | -42.4% | 8,059 | -30.5% | 0.73% | -36.6% |
| Q1 2022 | $2,757,000 | -2.4% | 11,593 | +4.5% | 1.14% | -10.8% |
| Q4 2021 | $2,825,000 | +4.9% | 11,090 | -2.5% | 1.28% | -13.1% |
| Q3 2021 | $2,692,000 | +3.0% | 11,369 | +3.2% | 1.48% | -1.7% |
| Q2 2021 | $2,614,000 | +16.9% | 11,013 | +9.0% | 1.50% | +2.2% |
| Q1 2021 | $2,237,000 | +42.2% | 10,105 | +32.8% | 1.47% | +31.9% |
| Q4 2020 | $1,573,000 | – | 7,607 | – | 1.12% | – |
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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% |