VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,260 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,512,814 | +96019.6% | 21,671 | +1.6% | 2.47% | +2.2% |
| Q2 2023 | $4,695 | +21.3% | 21,326 | +16.2% | 2.42% | +8.7% |
| Q1 2023 | $3,871 | +5.0% | 18,352 | +1.4% | 2.22% | -17.7% |
| Q4 2022 | $3,687 | -99.9% | 18,091 | +1.2% | 2.70% | +2.0% |
| Q3 2022 | $3,362,000 | -6.7% | 17,885 | -1.1% | 2.64% | +8.6% |
| Q2 2022 | $3,602,000 | -13.9% | 18,083 | +2.8% | 2.44% | -13.0% |
| Q1 2022 | $4,184,000 | -2.5% | 17,592 | +4.4% | 2.80% | -3.7% |
| Q4 2021 | $4,291,000 | +9.1% | 16,847 | +1.4% | 2.91% | -2.7% |
| Q3 2021 | $3,932,000 | +8.9% | 16,608 | +9.2% | 2.99% | -7.7% |
| Q2 2021 | $3,609,000 | +25.5% | 15,210 | +17.1% | 3.24% | +22.5% |
| Q1 2021 | $2,876,000 | – | 12,994 | – | 2.64% | – |
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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% |