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 | $1,720,245 | -5.4% | 8,261 | +0.0% | 0.54% | -0.4% |
| Q2 2023 | $1,818,057 | +6.8% | 8,258 | +2.3% | 0.55% | +1.7% |
| Q1 2023 | $1,702,412 | +39.3% | 8,071 | +34.6% | 0.54% | +26.1% |
| Q4 2022 | $1,222,452 | +176.6% | 5,998 | +154.9% | 0.43% | +171.3% |
| Q3 2022 | $442,000 | +61.3% | 2,353 | +69.3% | 0.16% | +67.0% |
| Q2 2022 | $274,000 | +1041.7% | 1,390 | +826.7% | 0.09% | +840.0% |
| Q1 2019 | $24,000 | -58.6% | 150 | -57.1% | 0.01% | -50.0% |
| Q3 2018 | $58,000 | +5.5% | 350 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $55,000 | +1.9% | 350 | 0.0% | 0.02% | +5.3% |
| Q1 2018 | $54,000 | +134.8% | 350 | +133.3% | 0.02% | +111.1% |
| Q4 2017 | $23,000 | -17.9% | 150 | -18.0% | 0.01% | -25.0% |
| Q3 2017 | $28,000 | – | 183 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fidato Wealth LLC | 101,763 | $19,145,000 | 26.17% |
| Divergent Planning, LLC | 106,533 | $20,026,000 | 14.74% |
| BCK Partners, Inc. | 107,851 | $20,274,000 | 14.66% |
| JMG Financial Group, Ltd. | 1,137,454 | $213,819,000 | 13.89% |
| TL Private Wealth | 117,203 | $22,325,000 | 13.86% |
| Northwest Quadrant Wealth Management, LLC | 210,955 | $39,655,000 | 13.01% |
| Axiom Financial Strategies, LLC | 123,884 | $23,288,000 | 12.38% |
| Stone Asset Management Inc. | 95,885 | $18,024,000 | 11.76% |
| Riverpoint Wealth Management Holdings, LLC | 146,459 | $27,531,000 | 11.71% |
| Ballast, Inc. | 122,698 | $23,064,000 | 11.27% |