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 | $499,984 | -5.4% | 2,401 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $528,604 | +3.7% | 2,401 | -0.6% | 0.04% | +2.8% |
| Q1 2023 | $509,583 | +6.3% | 2,416 | +2.8% | 0.04% | +2.9% |
| Q4 2022 | $479,157 | +6.5% | 2,351 | -1.3% | 0.04% | -5.4% |
| Q3 2022 | $450,000 | -4.3% | 2,381 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $470,000 | -16.1% | 2,381 | +0.8% | 0.04% | -2.6% |
| Q1 2022 | $560,000 | +16.7% | 2,361 | +24.5% | 0.04% | +22.6% |
| Q4 2021 | $480,000 | +6.7% | 1,896 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $450,000 | +2.3% | 1,896 | +2.7% | 0.03% | +3.3% |
| Q2 2021 | $440,000 | +10.0% | 1,846 | +3.1% | 0.03% | 0.0% |
| Q1 2021 | $400,000 | +8.1% | 1,790 | +0.6% | 0.03% | +3.4% |
| Q4 2020 | $370,000 | +19.4% | 1,780 | +2.0% | 0.03% | +3.6% |
| Q3 2020 | $310,000 | -24.4% | 1,745 | -30.5% | 0.03% | -30.0% |
| Q2 2020 | $410,000 | +79.8% | 2,510 | +44.7% | 0.04% | +48.1% |
| Q1 2020 | $228,000 | -26.2% | 1,735 | 0.0% | 0.03% | -3.6% |
| Q4 2019 | $309,000 | +7.7% | 1,735 | +1.2% | 0.03% | 0.0% |
| Q3 2019 | $287,000 | 0.0% | 1,715 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $287,000 | +9.1% | 1,715 | +4.9% | 0.03% | +3.7% |
| Q1 2019 | $263,000 | +16.4% | 1,635 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $226,000 | -20.1% | 1,635 | -5.0% | 0.03% | -6.9% |
| Q3 2018 | $283,000 | – | 1,721 | – | 0.03% | – |
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% |