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 | $9,593,577 | -2.9% | 46,070 | +2.7% | 9.29% | -1.7% |
Q2 2023 | $9,878,791 | +6.8% | 44,871 | +2.3% | 9.45% | -3.6% |
Q1 2023 | $9,253,749 | +5.2% | 43,873 | +1.7% | 9.80% | -3.2% |
Q4 2022 | $8,795,022 | +2.4% | 43,153 | -5.6% | 10.13% | -3.4% |
Q3 2022 | $8,591,000 | -4.2% | 45,702 | +0.4% | 10.49% | +0.7% |
Q2 2022 | $8,968,000 | -13.2% | 45,529 | +4.8% | 10.42% | +1.7% |
Q1 2022 | $10,334,000 | -1.7% | 43,448 | +5.3% | 10.24% | -4.4% |
Q4 2021 | $10,516,000 | – | 41,275 | – | 10.72% | – |
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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% |