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 | $267,797 | -2.3% | 1,286 | +3.3% | 0.25% | 0.0% |
| Q2 2023 | $274,099 | -7.7% | 1,245 | -11.6% | 0.25% | -11.7% |
| Q1 2023 | $296,975 | -2.5% | 1,408 | -5.8% | 0.28% | -4.4% |
| Q4 2022 | $304,492 | +6.1% | 1,494 | -2.2% | 0.30% | -2.6% |
| Q3 2022 | $287,000 | -5.0% | 1,528 | -0.5% | 0.30% | +6.3% |
| Q2 2022 | $302,000 | -40.7% | 1,535 | -28.3% | 0.28% | -21.3% |
| Q1 2022 | $509,000 | -21.8% | 2,142 | -16.2% | 0.36% | -16.4% |
| Q4 2021 | $651,000 | +4.7% | 2,555 | -2.7% | 0.43% | -21.8% |
| Q3 2021 | $622,000 | -0.3% | 2,626 | -0.2% | 0.55% | +2.2% |
| Q2 2021 | $624,000 | – | 2,631 | – | 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% |