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 | $7,905,829 | +180.7% | 37,965 | +196.8% | 6.78% | +164.9% |
Q2 2023 | $2,815,971 | +12.1% | 12,791 | +7.4% | 2.56% | +5.8% |
Q1 2023 | $2,512,716 | -0.2% | 11,913 | -3.6% | 2.42% | -1.1% |
Q4 2022 | $2,518,222 | -1.5% | 12,356 | -1.4% | 2.44% | -21.5% |
Q3 2022 | $2,557,000 | +3.5% | 12,533 | -0.1% | 3.12% | -2.5% |
Q2 2022 | $2,471,000 | -23.4% | 12,545 | -7.5% | 3.19% | +25.5% |
Q1 2022 | $3,225,000 | -50.0% | 13,559 | -46.4% | 2.55% | -48.4% |
Q4 2021 | $6,446,000 | – | 25,302 | – | 4.93% | – |
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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% |