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 | $24 | +33.3% | 116 | +43.2% | 0.01% | +25.0% |
| Q2 2023 | $18 | +5.9% | 81 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $17 | 0.0% | 81 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $17 | -99.9% | 81 | 0.0% | 0.00% | +33.3% |
| Q3 2022 | $15,000 | -69.4% | 81 | -67.6% | 0.00% | -72.7% |
| Q2 2022 | $49,000 | -16.9% | 250 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $59,000 | -7.8% | 250 | 0.0% | 0.01% | -8.3% |
| Q4 2021 | $64,000 | +8.5% | 250 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $59,000 | -3.3% | 250 | -2.0% | 0.01% | 0.0% |
| Q2 2021 | $61,000 | +10.9% | 255 | +2.0% | 0.01% | +20.0% |
| Q1 2021 | $55,000 | +3.8% | 250 | -2.3% | 0.01% | 0.0% |
| Q4 2020 | $53,000 | +15.2% | 256 | -1.9% | 0.01% | -9.1% |
| Q3 2020 | $46,000 | +7.0% | 261 | 0.0% | 0.01% | +22.2% |
| Q2 2020 | $43,000 | +30.3% | 261 | +4.4% | 0.01% | +12.5% |
| Q1 2020 | $33,000 | -52.9% | 250 | -36.1% | 0.01% | -27.3% |
| Q4 2019 | $70,000 | +6.1% | 391 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $66,000 | +1.5% | 391 | 0.0% | 0.01% | +10.0% |
| Q2 2019 | $65,000 | +109.7% | 391 | +56.4% | 0.01% | +900.0% |
| Q2 2016 | $31,000 | – | 250 | – | 0.00% | – |
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% |