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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,417,762 | -2.6% | 6,808 | +2.9% | 0.36% | -0.6% |
Q2 2023 | $1,456,032 | +7.9% | 6,614 | +3.3% | 0.36% | +1.4% |
Q1 2023 | $1,349,821 | +26.2% | 6,400 | +22.0% | 0.35% | +18.1% |
Q4 2022 | $1,069,374 | +1.7% | 5,247 | -6.2% | 0.30% | -5.1% |
Q3 2022 | $1,052,000 | -1.1% | 5,596 | +3.6% | 0.32% | +1.9% |
Q2 2022 | $1,064,000 | -15.3% | 5,401 | +2.3% | 0.31% | -6.4% |
Q1 2022 | $1,256,000 | +412.7% | 5,281 | +449.5% | 0.33% | +400.0% |
Q4 2021 | $245,000 | +5.2% | 961 | -2.1% | 0.07% | -2.9% |
Q3 2021 | $233,000 | – | 982 | – | 0.07% | – |
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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% |