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 | $734,535 | -9.3% | 3,559 | 0.0% | 0.52% | -7.6% |
| Q2 2023 | $809,890 | +10.9% | 3,559 | +0.6% | 0.57% | +2.2% |
| Q1 2023 | $730,073 | -5.7% | 3,537 | +0.4% | 0.56% | -6.7% |
| Q4 2022 | $773,981 | +61.9% | 3,523 | +38.5% | 0.60% | +42.9% |
| Q3 2022 | $478,000 | -5.7% | 2,544 | +0.2% | 0.42% | +0.7% |
| Q2 2022 | $507,000 | +2.6% | 2,539 | +14.2% | 0.41% | +6.7% |
| Q1 2022 | $494,000 | -6.1% | 2,224 | +0.2% | 0.39% | -2.3% |
| Q4 2021 | $526,000 | – | 2,220 | – | 0.40% | – |
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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% |