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 | $373,999 | +94583.3% | 1,796 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $395 | -13.0% | 1,796 | -16.5% | 0.02% | -20.0% |
| Q1 2023 | $454 | +2.7% | 2,152 | -0.7% | 0.02% | 0.0% |
| Q4 2022 | $442 | -99.9% | 2,167 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $407,000 | +14.0% | 2,167 | +19.5% | 0.02% | +25.0% |
| Q2 2022 | $357,000 | -31.3% | 1,813 | -17.1% | 0.02% | -20.0% |
| Q1 2022 | $520,000 | -9.7% | 2,186 | -3.3% | 0.02% | -4.8% |
| Q4 2021 | $576,000 | +65.0% | 2,260 | +53.2% | 0.02% | +61.5% |
| Q3 2021 | $349,000 | -14.9% | 1,475 | -14.6% | 0.01% | -18.8% |
| Q2 2021 | $410,000 | -5.3% | 1,727 | -11.7% | 0.02% | -5.9% |
| Q1 2021 | $433,000 | +7.2% | 1,956 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $404,000 | – | 1,956 | – | 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% |