VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,260 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $265,090 | -9.9% | 1,273 | -4.7% | 0.02% | -5.3% |
| Q2 2023 | $294,134 | +4.4% | 1,336 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $281,789 | +33.5% | 1,336 | +29.0% | 0.02% | +35.7% |
| Q4 2022 | $211,147 | -51.1% | 1,036 | -42.9% | 0.01% | -48.1% |
| Q1 2022 | $432,000 | -6.5% | 1,815 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $462,000 | +7.4% | 1,815 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $430,000 | +5.1% | 1,815 | +5.2% | 0.03% | +3.8% |
| Q2 2021 | $409,000 | +7.1% | 1,725 | 0.0% | 0.03% | +4.0% |
| Q1 2021 | $382,000 | +36.9% | 1,725 | +27.8% | 0.02% | +25.0% |
| Q4 2020 | $279,000 | +30.4% | 1,350 | +1.4% | 0.02% | +11.1% |
| Q1 2019 | $214,000 | -2.3% | 1,331 | 0.0% | 0.02% | +5.9% |
| Q3 2018 | $219,000 | +4.3% | 1,331 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $210,000 | -7.1% | 1,331 | -9.3% | 0.02% | -10.5% |
| Q1 2018 | $226,000 | – | 1,467 | – | 0.02% | – |
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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% |