VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,579 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.25 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,458,721 | -2.4% | 7,005 | +3.2% | 1.03% | +2.8% |
| Q2 2023 | $1,494,886 | +15.3% | 6,790 | +10.5% | 1.00% | +1.6% |
| Q1 2023 | $1,296,525 | +28.9% | 6,147 | +24.6% | 0.99% | +32.3% |
| Q4 2022 | $1,005,802 | +6.8% | 4,935 | -1.5% | 0.75% | +6.9% |
| Q3 2022 | $942,000 | -4.0% | 5,009 | +0.6% | 0.70% | +1.2% |
| Q2 2022 | $981,000 | -5.0% | 4,979 | +14.6% | 0.69% | +7.8% |
| Q1 2022 | $1,033,000 | +116.1% | 4,343 | +131.6% | 0.64% | +70.5% |
| Q4 2021 | $478,000 | +658.7% | 1,875 | +426.7% | 0.38% | +408.1% |
| Q3 2020 | $63,000 | -12.5% | 356 | -19.5% | 0.07% | -11.9% |
| Q2 2020 | $72,000 | +24.1% | 442 | 0.0% | 0.08% | +3.7% |
| Q1 2020 | $58,000 | +48.7% | 442 | +103.7% | 0.08% | +107.7% |
| Q4 2019 | $39,000 | – | 217 | – | 0.04% | – |
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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% |