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 | $616,763 | -1.6% | 2,962 | +4.1% | 0.39% | +1.3% |
| Q2 2023 | $626,637 | +4.7% | 2,846 | +0.3% | 0.38% | +1.6% |
| Q1 2023 | $598,514 | +2.9% | 2,838 | -0.6% | 0.38% | +0.3% |
| Q4 2022 | $581,881 | -11.6% | 2,855 | -18.5% | 0.38% | -19.8% |
| Q3 2022 | $658,000 | -8.2% | 3,503 | -3.7% | 0.47% | -3.9% |
| Q2 2022 | $717,000 | -10.5% | 3,639 | +8.0% | 0.49% | +1.2% |
| Q1 2022 | $801,000 | -6.1% | 3,368 | +0.7% | 0.48% | -4.4% |
| Q4 2021 | $853,000 | +0.7% | 3,346 | -6.5% | 0.50% | -7.5% |
| Q3 2021 | $847,000 | -0.2% | 3,579 | +0.0% | 0.55% | +0.6% |
| Q2 2021 | $849,000 | +7.2% | 3,578 | +0.1% | 0.54% | 0.0% |
| Q1 2021 | $792,000 | +7.2% | 3,576 | +0.0% | 0.54% | -0.4% |
| Q4 2020 | $739,000 | – | 3,575 | – | 0.54% | – |
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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% |