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 | $916,304 | -5.9% | 4,400 | -0.5% | 0.70% | -5.3% |
| Q2 2023 | $973,431 | +4.4% | 4,421 | +0.0% | 0.74% | -2.8% |
| Q1 2023 | $932,192 | +5.9% | 4,420 | +2.3% | 0.76% | -1.3% |
| Q4 2022 | $880,426 | +3.7% | 4,320 | -4.4% | 0.77% | -4.1% |
| Q3 2022 | $849,000 | -3.3% | 4,519 | +1.4% | 0.80% | -1.1% |
| Q2 2022 | $878,000 | -20.2% | 4,458 | -3.7% | 0.81% | -7.0% |
| Q1 2022 | $1,100,000 | +1.4% | 4,627 | +8.7% | 0.87% | -1.0% |
| Q4 2021 | $1,085,000 | – | 4,257 | – | 0.88% | – |
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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% |