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 2022 | $240,000 | -27.7% | 1,277 | -24.2% | 0.19% | -40.4% |
| Q2 2022 | $332,000 | -17.2% | 1,684 | -0.1% | 0.32% | +18.7% |
| Q1 2022 | $401,000 | -10.5% | 1,686 | -4.2% | 0.27% | -16.3% |
| Q4 2021 | $448,000 | +3.9% | 1,760 | -3.2% | 0.33% | +2.8% |
| Q3 2021 | $431,000 | -8.5% | 1,819 | -8.4% | 0.32% | -6.5% |
| Q2 2021 | $471,000 | +4.7% | 1,986 | -2.3% | 0.34% | -8.1% |
| Q1 2021 | $450,000 | -89.0% | 2,033 | -89.7% | 0.37% | -89.3% |
| Q4 2020 | $4,077,000 | +10.8% | 19,719 | -5.6% | 3.44% | +12.4% |
| Q3 2020 | $3,681,000 | +95.4% | 20,887 | +82.0% | 3.06% | +82.3% |
| Q3 2018 | $1,884,000 | +2.1% | 11,475 | -2.0% | 1.68% | -1.9% |
| Q2 2018 | $1,846,000 | +0.3% | 11,712 | -1.9% | 1.71% | -3.7% |
| Q1 2018 | $1,841,000 | -0.4% | 11,936 | -0.1% | 1.77% | +3.3% |
| Q4 2017 | $1,849,000 | – | 11,947 | – | 1.72% | – |
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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% |