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 | $499,151 | -14.8% | 2,397 | -9.9% | 0.02% | -8.7% |
| Q2 2023 | $586,000 | +14.9% | 2,661 | +10.1% | 0.02% | +15.0% |
| Q1 2023 | $510,000 | +6.5% | 2,416 | +2.8% | 0.02% | +11.1% |
| Q4 2022 | $479,000 | +21.3% | 2,350 | +11.9% | 0.02% | +5.9% |
| Q3 2022 | $395,000 | +74.0% | 2,100 | +82.3% | 0.02% | +88.9% |
| Q2 2022 | $227,000 | -30.8% | 1,152 | -16.4% | 0.01% | -18.2% |
| Q1 2022 | $328,000 | -6.6% | 1,378 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $351,000 | -32.9% | 1,378 | -65.0% | 0.01% | -45.0% |
| Q2 2015 | $523,000 | 0.0% | 3,941 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $523,000 | – | 3,941 | – | 0.02% | – |
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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% |