VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,575 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $250 | -9.7% | 1,201 | -4.7% | 0.05% | -3.6% |
| Q2 2023 | $277 | +4.1% | 1,260 | 0.0% | 0.06% | 0.0% |
| Q1 2023 | $266 | +3.5% | 1,260 | 0.0% | 0.06% | -1.8% |
| Q4 2022 | $257 | -99.9% | 1,260 | 0.0% | 0.06% | -9.5% |
| Q3 2022 | $237,000 | -12.5% | 1,260 | -8.4% | 0.06% | -7.4% |
| Q2 2022 | $271,000 | -17.1% | 1,376 | 0.0% | 0.07% | -1.4% |
| Q1 2022 | $327,000 | -6.8% | 1,376 | 0.0% | 0.07% | 0.0% |
| Q4 2021 | $351,000 | +7.7% | 1,376 | 0.0% | 0.07% | -1.4% |
| Q3 2021 | $326,000 | -0.6% | 1,376 | -0.5% | 0.07% | +2.9% |
| Q2 2021 | $328,000 | +7.2% | 1,383 | 0.0% | 0.07% | -1.4% |
| Q1 2021 | $306,000 | – | 1,383 | – | 0.07% | – |
Download | ||||||
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% |