VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,338 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,873,327 | -4.3% | 8,996 | +1.2% | 0.45% | -3.2% |
| Q2 2023 | $1,957,222 | +4.4% | 8,890 | 0.0% | 0.47% | -9.7% |
| Q1 2023 | $1,875,079 | +3.5% | 8,890 | 0.0% | 0.52% | -8.2% |
| Q4 2022 | $1,811,871 | +9.1% | 8,890 | +0.6% | 0.56% | -5.8% |
| Q3 2022 | $1,661,367 | +141.0% | 8,838 | +152.5% | 0.60% | +127.8% |
| Q2 2022 | $689,395 | -17.8% | 3,500 | -0.7% | 0.26% | -2.2% |
| Q1 2022 | $838,624 | +44.1% | 3,526 | +54.3% | 0.27% | +37.9% |
| Q4 2021 | $582,149 | +39.7% | 2,285 | +29.8% | 0.20% | +21.1% |
| Q3 2021 | $416,698 | -24.2% | 1,760 | -24.0% | 0.16% | -25.1% |
| Q2 2021 | $549,499 | +7.2% | 2,315 | 0.0% | 0.22% | -5.3% |
| Q1 2021 | $512,434 | +7.0% | 2,315 | 0.0% | 0.23% | +4.6% |
| Q4 2020 | $478,702 | – | 2,315 | – | 0.22% | – |
Download | ||||||
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% |