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 | $652,653 | -6.3% | 3,134 | -0.9% | 1.24% | -4.0% |
| Q2 2023 | $696,584 | -79.0% | 3,164 | -79.9% | 1.29% | -76.0% |
| Q1 2023 | $3,316,868 | -42.5% | 15,726 | -44.5% | 5.37% | -29.6% |
| Q4 2022 | $5,773,000 | +30.4% | 28,327 | +20.3% | 7.63% | +28.2% |
| Q3 2022 | $4,427,000 | -17.3% | 23,548 | -13.4% | 5.95% | +4.9% |
| Q2 2022 | $5,355,000 | -15.2% | 27,185 | +2.3% | 5.68% | -5.0% |
| Q1 2022 | $6,317,000 | +10.0% | 26,561 | +9.5% | 5.97% | +5.4% |
| Q4 2021 | $5,742,000 | – | 24,254 | – | 5.67% | – |
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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% |