VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,575 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $207,693 | -12.2% | 997 | -7.2% | 0.01% | -12.5% |
| Q2 2023 | $236,550 | -0.8% | 1,074 | -5.0% | 0.02% | -15.8% |
| Q1 2023 | $238,341 | +6.1% | 1,130 | +2.5% | 0.02% | -5.0% |
| Q4 2022 | $224,689 | +3.1% | 1,102 | +19.8% | 0.02% | +11.1% |
| Q1 2022 | $218,000 | -49.3% | 920 | -45.5% | 0.02% | -47.1% |
| Q4 2021 | $430,000 | +18.1% | 1,688 | +9.8% | 0.03% | -27.7% |
| Q3 2021 | $364,000 | -18.0% | 1,538 | -17.8% | 0.05% | +4.4% |
| Q2 2021 | $444,000 | +39.2% | 1,872 | +29.7% | 0.04% | +18.4% |
| Q1 2021 | $319,000 | +13.1% | 1,443 | +5.6% | 0.04% | -2.6% |
| Q4 2020 | $282,000 | – | 1,367 | – | 0.04% | – |
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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% |