VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,545 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.96 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $409,608 | +0.8% | 1,967 | +6.6% | 0.02% | +9.1% |
| Q2 2023 | $406,195 | +28.0% | 1,845 | +22.6% | 0.02% | +15.8% |
| Q1 2023 | $317,435 | +3.4% | 1,505 | -0.1% | 0.02% | 0.0% |
| Q4 2022 | $307,142 | +8.5% | 1,507 | +0.1% | 0.02% | 0.0% |
| Q3 2022 | $283,000 | -4.4% | 1,505 | 0.0% | 0.02% | -5.0% |
| Q2 2022 | $296,000 | -35.1% | 1,505 | -21.6% | 0.02% | -20.0% |
| Q1 2022 | $456,000 | -6.7% | 1,919 | -0.1% | 0.02% | 0.0% |
| Q4 2021 | $489,000 | -0.2% | 1,921 | -7.2% | 0.02% | -7.4% |
| Q3 2021 | $490,000 | +30.7% | 2,071 | +31.2% | 0.03% | +28.6% |
| Q2 2021 | $375,000 | – | 1,578 | – | 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% |