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 | $2,875,377 | -5.4% | 13,808 | 0.0% | 2.95% | +1.0% |
| Q2 2023 | $3,040,006 | +17.8% | 13,808 | +9.1% | 2.92% | +13.1% |
| Q1 2023 | $2,580,441 | -0.5% | 12,661 | -0.5% | 2.58% | -0.2% |
| Q4 2022 | $2,593,689 | +10.9% | 12,726 | +2.3% | 2.59% | +2.9% |
| Q3 2022 | $2,338,000 | +0.7% | 12,439 | +5.5% | 2.51% | +4.0% |
| Q2 2022 | $2,322,000 | -16.2% | 11,790 | +1.2% | 2.42% | -0.9% |
| Q1 2022 | $2,770,000 | +8.5% | 11,646 | +16.2% | 2.44% | +5.5% |
| Q4 2021 | $2,552,000 | – | 10,019 | – | 2.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fidato Wealth LLC | 101,763 | $19,145,000 | 26.17% |
| Divergent Planning, LLC | 106,533 | $20,026,000 | 14.74% |
| BCK Partners, Inc. | 107,851 | $20,274,000 | 14.66% |
| JMG Financial Group, Ltd. | 1,137,454 | $213,819,000 | 13.89% |
| TL Private Wealth | 117,203 | $22,325,000 | 13.86% |
| Northwest Quadrant Wealth Management, LLC | 210,955 | $39,655,000 | 13.01% |
| Axiom Financial Strategies, LLC | 123,884 | $23,288,000 | 12.38% |
| Stone Asset Management Inc. | 95,885 | $18,024,000 | 11.76% |
| Riverpoint Wealth Management Holdings, LLC | 146,459 | $27,531,000 | 11.71% |
| Ballast, Inc. | 122,698 | $23,064,000 | 11.27% |