VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,545 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.96 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,138,875 | -7.4% | 5,469 | -2.1% | 0.12% | -1.7% |
| Q2 2023 | $1,229,931 | +4.4% | 5,586 | +0.0% | 0.12% | -0.8% |
| Q1 2023 | $1,177,782 | -3.0% | 5,584 | -6.2% | 0.12% | -20.4% |
| Q4 2022 | $1,214,005 | +0.7% | 5,956 | -7.1% | 0.15% | -9.5% |
| Q3 2022 | $1,205,000 | -4.5% | 6,412 | +0.0% | 0.17% | 0.0% |
| Q2 2022 | $1,262,000 | -21.3% | 6,409 | -4.9% | 0.17% | -7.7% |
| Q1 2022 | $1,603,000 | -9.3% | 6,740 | -2.8% | 0.18% | -5.2% |
| Q4 2021 | $1,767,000 | +17.4% | 6,934 | +9.1% | 0.19% | +585.7% |
| Q3 2021 | $1,505,000 | +354.7% | 6,357 | +356.0% | 0.03% | -30.0% |
| Q2 2021 | $331,000 | +7.1% | 1,394 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $309,000 | -99.7% | 1,394 | +109.0% | 0.04% | +100.0% |
| Q3 2020 | $117,565,000 | -1.1% | 667 | 0.0% | 0.02% | -4.8% |
| Q4 2019 | $118,846,000 | – | 667 | – | 0.02% | – |
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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% |