VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,579 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.25 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,732,597 | +0.8% | 8,320 | +6.6% | 0.34% | +3.3% |
| Q2 2023 | $1,718,163 | +79.6% | 7,804 | +72.0% | 0.33% | +66.8% |
| Q1 2023 | $956,921 | +66.2% | 4,537 | +60.6% | 0.20% | +50.8% |
| Q4 2022 | $575,767 | -46.9% | 2,825 | -51.0% | 0.13% | -48.8% |
| Q3 2022 | $1,085,000 | -12.8% | 5,771 | +0.6% | 0.26% | -1.1% |
| Q2 2022 | $1,244,000 | -7.7% | 5,737 | +1.2% | 0.26% | -6.8% |
| Q1 2022 | $1,348,000 | -0.7% | 5,669 | -0.4% | 0.28% | -1.4% |
| Q4 2021 | $1,358,000 | +2.3% | 5,692 | +1.6% | 0.28% | -5.3% |
| Q3 2021 | $1,327,000 | +14.1% | 5,604 | +14.3% | 0.30% | +12.8% |
| Q2 2021 | $1,163,000 | +9.2% | 4,902 | +3.8% | 0.27% | +3.5% |
| Q1 2021 | $1,065,000 | +17.8% | 4,723 | +16.7% | 0.26% | +12.2% |
| Q4 2020 | $904,000 | +38.7% | 4,046 | +9.4% | 0.23% | +2.7% |
| Q3 2020 | $652,000 | -44.2% | 3,699 | -43.6% | 0.22% | -45.3% |
| Q2 2020 | $1,168,000 | +22.2% | 6,563 | -9.6% | 0.41% | -8.1% |
| Q1 2020 | $956,000 | – | 7,262 | – | 0.44% | – |
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% |