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 | $1,634,675 | -5.1% | 7,850 | +0.4% | 1.42% | +4.3% |
| Q2 2023 | $1,721,800 | +4.8% | 7,821 | +0.4% | 1.36% | -6.0% |
| Q1 2023 | $1,643,383 | +4.2% | 7,792 | +0.7% | 1.45% | +55.0% |
| Q4 2022 | $1,577,286 | +9.0% | 7,739 | +0.6% | 0.94% | +29.0% |
| Q3 2022 | $1,447,000 | -4.2% | 7,696 | +0.4% | 0.72% | +9.8% |
| Q2 2022 | $1,510,000 | -6.7% | 7,664 | +12.6% | 0.66% | +7.7% |
| Q1 2022 | $1,619,000 | -10.6% | 6,809 | -4.1% | 0.61% | -6.0% |
| Q4 2021 | $1,810,000 | +6.2% | 7,103 | -1.3% | 0.65% | +4.2% |
| Q3 2021 | $1,704,000 | 0.0% | 7,199 | +0.3% | 0.63% | +3.1% |
| Q2 2021 | $1,704,000 | +7.5% | 7,180 | +0.3% | 0.61% | -0.8% |
| Q1 2021 | $1,585,000 | +15.9% | 7,160 | +8.3% | 0.61% | +21.2% |
| Q4 2020 | $1,367,000 | +110.0% | 6,610 | +79.0% | 0.50% | +86.3% |
| Q3 2020 | $651,000 | +13.6% | 3,693 | +5.7% | 0.27% | +5.9% |
| Q2 2020 | $573,000 | +25.4% | 3,493 | +0.6% | 0.26% | -65.3% |
| Q1 2020 | $457,000 | -57.0% | 3,472 | -41.7% | 0.74% | -8.0% |
| Q4 2019 | $1,062,000 | +35.8% | 5,958 | +27.7% | 0.80% | +40.2% |
| Q3 2019 | $782,000 | +0.9% | 4,667 | +0.6% | 0.57% | +4.4% |
| Q2 2019 | $775,000 | – | 4,638 | – | 0.55% | – |
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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% |