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 | $776,087 | -5.2% | 3,727 | +0.2% | 0.22% | -16.0% |
| Q2 2023 | $819,082 | +4.5% | 3,720 | +0.1% | 0.27% | +11.7% |
| Q1 2023 | $783,978 | +5.1% | 3,717 | +1.5% | 0.24% | +10.6% |
| Q4 2022 | $746,254 | +8.5% | 3,662 | +0.1% | 0.22% | +5.3% |
| Q3 2022 | $688,000 | -4.3% | 3,657 | +0.2% | 0.21% | +2.0% |
| Q2 2022 | $719,000 | -24.7% | 3,649 | -9.1% | 0.20% | -15.8% |
| Q1 2022 | $955,000 | -4.9% | 4,016 | +1.3% | 0.24% | -19.5% |
| Q4 2021 | $1,004,000 | +7.2% | 3,964 | +0.1% | 0.30% | -6.0% |
| Q3 2021 | $937,000 | -0.2% | 3,959 | +0.1% | 0.32% | +1.0% |
| Q2 2021 | $939,000 | +18.7% | 3,956 | +10.7% | 0.31% | -2.2% |
| Q1 2021 | $791,000 | +13.0% | 3,574 | +5.6% | 0.32% | +8.8% |
| Q4 2020 | $700,000 | – | 3,385 | – | 0.30% | – |
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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% |