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 | $1,267,933 | +2.6% | 6,089 | +8.5% | 0.22% | -30.9% |
| Q2 2023 | $1,235,469 | +8.4% | 5,612 | +3.8% | 0.31% | +9.0% |
| Q1 2023 | $1,139,744 | +3.9% | 5,404 | +0.4% | 0.29% | +2.1% |
| Q4 2022 | $1,097,222 | +9.1% | 5,384 | +0.6% | 0.28% | +1.1% |
| Q3 2022 | $1,006,000 | -6.0% | 5,354 | -1.4% | 0.28% | -10.0% |
| Q2 2022 | $1,070,000 | -15.3% | 5,430 | +2.1% | 0.31% | -20.7% |
| Q1 2022 | $1,264,000 | +9.3% | 5,316 | +17.2% | 0.39% | +5.1% |
| Q4 2021 | $1,156,000 | +5.7% | 4,536 | -1.9% | 0.37% | -5.3% |
| Q3 2021 | $1,094,000 | +6.1% | 4,622 | +6.4% | 0.39% | -2.0% |
| Q2 2021 | $1,031,000 | – | 4,345 | – | 0.40% | – |
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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% |