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 | $59,691,664 | -1.1% | 286,648 | +4.6% | 4.62% | +10.5% |
| Q2 2023 | $60,334,470 | -1.8% | 274,048 | -5.9% | 4.18% | -1.8% |
| Q1 2023 | $61,447,076 | +80.9% | 291,329 | +74.8% | 4.26% | +35.1% |
| Q4 2022 | $33,967,040 | +23.0% | 166,661 | +13.5% | 3.15% | +35.5% |
| Q3 2022 | $27,605,000 | -2.6% | 146,850 | +2.0% | 2.33% | +2.5% |
| Q2 2022 | $28,352,000 | -17.0% | 143,942 | +0.2% | 2.27% | -1.0% |
| Q1 2022 | $34,163,000 | -6.9% | 143,640 | -0.2% | 2.29% | -18.1% |
| Q4 2021 | $36,676,000 | – | 143,956 | – | 2.80% | – |
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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% |