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 | $860,055 | -1.9% | 4,130 | +3.7% | 0.04% | +9.4% |
| Q2 2023 | $876,927 | +3.3% | 3,983 | -1.0% | 0.03% | +3.2% |
| Q1 2023 | $848,979 | -10.3% | 4,025 | -13.3% | 0.03% | -16.2% |
| Q4 2022 | $946,274 | +8.4% | 4,643 | -0.0% | 0.04% | -5.1% |
| Q3 2022 | $873,000 | -6.4% | 4,644 | -1.9% | 0.04% | 0.0% |
| Q2 2022 | $933,000 | -15.6% | 4,736 | +1.9% | 0.04% | 0.0% |
| Q1 2022 | $1,105,000 | +0.7% | 4,647 | +7.9% | 0.04% | +5.4% |
| Q4 2021 | $1,097,000 | +27.6% | 4,305 | +18.5% | 0.04% | +15.6% |
| Q3 2021 | $860,000 | +124.0% | 3,633 | +124.8% | 0.03% | +88.2% |
| Q2 2021 | $384,000 | +624.5% | 1,616 | +398.8% | 0.02% | +325.0% |
| Q2 2020 | $53,000 | -59.2% | 324 | -55.7% | 0.00% | -55.6% |
| Q4 2019 | $130,000 | +6.6% | 731 | +0.3% | 0.01% | 0.0% |
| Q3 2019 | $122,000 | +71.8% | 729 | +66.8% | 0.01% | +80.0% |
| Q1 2019 | $71,000 | – | 437 | – | 0.01% | – |
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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% |