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 | $20,899,228 | -2.9% | 100,361 | +2.6% | 0.23% | -4.9% |
| Q2 2023 | $21,528,022 | +7.7% | 97,784 | +3.2% | 0.25% | +0.4% |
| Q1 2023 | $19,987,561 | +14.9% | 94,764 | +11.0% | 0.24% | +5.6% |
| Q4 2022 | $17,401,574 | +20.7% | 85,381 | +11.3% | 0.23% | +5.0% |
| Q3 2022 | $14,416,000 | +24.7% | 76,689 | +30.7% | 0.22% | +27.0% |
| Q2 2022 | $11,558,000 | -13.1% | 58,681 | +4.9% | 0.17% | -4.9% |
| Q1 2022 | $13,305,000 | +4.0% | 55,918 | +11.4% | 0.18% | -5.2% |
| Q4 2021 | $12,799,000 | +13.5% | 50,210 | +5.4% | 0.19% | +2.7% |
| Q3 2021 | $11,278,000 | +2.5% | 47,623 | +2.8% | 0.19% | -6.0% |
| Q2 2021 | $11,002,000 | +20.4% | 46,332 | +12.3% | 0.20% | +2.0% |
| Q1 2021 | $9,136,000 | +28.1% | 41,241 | +19.5% | 0.20% | +15.3% |
| Q4 2020 | $7,130,000 | -43.9% | 34,499 | -52.2% | 0.17% | -16.7% |
| Q3 2020 | $12,712,000 | +157.3% | 72,197 | +139.4% | 0.20% | +43.7% |
| Q2 2020 | $4,940,000 | +24.2% | 30,155 | -0.2% | 0.14% | +19.3% |
| Q1 2020 | $3,978,000 | -30.1% | 30,206 | -5.4% | 0.12% | -9.8% |
| Q4 2019 | $5,692,000 | +53.3% | 31,944 | +44.6% | 0.13% | -12.0% |
| Q3 2019 | $3,713,000 | +6.2% | 22,097 | +5.7% | 0.15% | -2.6% |
| Q2 2019 | $3,495,000 | +166.8% | 20,908 | +156.7% | 0.15% | +120.0% |
| Q1 2019 | $1,310,000 | +167.3% | 8,146 | +130.7% | 0.07% | -14.6% |
| Q4 2018 | $490,000 | – | 3,531 | – | 0.08% | – |
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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% |