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 | $267,775 | -12.9% | 1,286 | -7.9% | 0.24% | -15.1% |
| Q2 2023 | $307,608 | +3.6% | 1,397 | -0.8% | 0.28% | -19.3% |
| Q1 2023 | $296,976 | +3.9% | 1,408 | +0.4% | 0.35% | +38.6% |
| Q4 2022 | $285,711 | +9.0% | 1,402 | +0.5% | 0.25% | -13.3% |
| Q3 2022 | $262,000 | -6.1% | 1,395 | -1.6% | 0.29% | -30.4% |
| Q2 2022 | $279,000 | -30.8% | 1,418 | -16.3% | 0.42% | +57.1% |
| Q1 2022 | $403,000 | -5.2% | 1,694 | +1.5% | 0.27% | +5.5% |
| Q4 2021 | $425,000 | +10.7% | 1,669 | +2.9% | 0.25% | +14.4% |
| Q3 2021 | $384,000 | 0.0% | 1,622 | +0.2% | 0.22% | +2.8% |
| Q2 2021 | $384,000 | +7.6% | 1,619 | +0.2% | 0.22% | +4.9% |
| Q1 2021 | $357,000 | +2.6% | 1,615 | -4.0% | 0.21% | +6.7% |
| Q4 2020 | $348,000 | +22.1% | 1,683 | +4.0% | 0.19% | +18.4% |
| Q3 2020 | $285,000 | – | 1,618 | – | 0.16% | – |
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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% |