VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,600 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.37 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $471,082 | +15.7% | 2,233 | +8.0% | 0.07% | -36.4% |
| Q2 2022 | $407,000 | -39.1% | 2,068 | -26.3% | 0.11% | +3.8% |
| Q1 2022 | $668,000 | +8.1% | 2,807 | +7.6% | 0.11% | -7.0% |
| Q3 2021 | $618,000 | +20.7% | 2,609 | +21.0% | 0.11% | +10.7% |
| Q2 2021 | $512,000 | +8.7% | 2,156 | +1.4% | 0.10% | -23.1% |
| Q1 2021 | $471,000 | -5.4% | 2,126 | -11.8% | 0.13% | -16.2% |
| Q4 2020 | $498,000 | – | 2,410 | – | 0.16% | – |
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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% |