VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,475 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $422,519 | -5.2% | 2,029 | +0.2% | 0.05% | -1.9% |
| Q2 2023 | $445,604 | +22.5% | 2,024 | +17.3% | 0.05% | +15.6% |
| Q1 2023 | $363,837 | +3.5% | 1,725 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $351,572 | +8.5% | 1,725 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $324,000 | -4.7% | 1,725 | 0.0% | 0.04% | +2.3% |
| Q2 2022 | $340,000 | -17.1% | 1,725 | 0.0% | 0.04% | -6.4% |
| Q1 2022 | $410,000 | -6.6% | 1,725 | 0.0% | 0.05% | -7.8% |
| Q4 2021 | $439,000 | +7.6% | 1,725 | 0.0% | 0.05% | -5.6% |
| Q3 2021 | $408,000 | -0.2% | 1,725 | 0.0% | 0.05% | -5.3% |
| Q2 2021 | $409,000 | +7.1% | 1,725 | -0.2% | 0.06% | -1.7% |
| Q1 2021 | $382,000 | +7.3% | 1,728 | +0.3% | 0.06% | -3.3% |
| Q4 2020 | $356,000 | +32.8% | 1,723 | +13.1% | 0.06% | +15.4% |
| Q3 2020 | $268,000 | +7.2% | 1,523 | 0.0% | 0.05% | -3.7% |
| Q2 2020 | $250,000 | +25.0% | 1,523 | +0.2% | 0.05% | +3.8% |
| Q1 2020 | $200,000 | -30.8% | 1,520 | -6.2% | 0.05% | -14.8% |
| Q4 2019 | $289,000 | -22.7% | 1,620 | -27.4% | 0.06% | -29.9% |
| Q3 2019 | $374,000 | +59.1% | 2,231 | +58.8% | 0.09% | +52.6% |
| Q2 2019 | $235,000 | +7.8% | 1,405 | +3.7% | 0.06% | +1.8% |
| Q1 2019 | $218,000 | – | 1,355 | – | 0.06% | – |
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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% |