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 | $457,503 | -5.4% | 2,197 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $483,692 | +4.4% | 2,197 | 0.0% | 0.06% | -4.6% |
| Q1 2023 | $463,391 | +11.0% | 2,197 | +7.3% | 0.06% | -1.5% |
| Q4 2022 | $417,403 | +8.4% | 2,048 | 0.0% | 0.07% | 0.0% |
| Q3 2022 | $385,000 | -4.5% | 2,048 | 0.0% | 0.07% | 0.0% |
| Q2 2022 | $403,000 | -17.2% | 2,048 | 0.0% | 0.07% | +4.8% |
| Q1 2022 | $487,000 | -6.7% | 2,048 | 0.0% | 0.06% | +5.0% |
| Q4 2021 | $522,000 | +7.6% | 2,048 | 0.0% | 0.06% | +1.7% |
| Q3 2021 | $485,000 | -0.2% | 2,048 | 0.0% | 0.06% | -1.7% |
| Q2 2021 | $486,000 | +23.7% | 2,048 | +15.3% | 0.06% | +5.3% |
| Q1 2021 | $393,000 | +7.1% | 1,777 | 0.0% | 0.06% | -3.4% |
| Q4 2020 | $367,000 | +45.1% | 1,777 | +23.8% | 0.06% | +25.5% |
| Q3 2020 | $253,000 | +7.7% | 1,435 | 0.0% | 0.05% | -9.6% |
| Q2 2020 | $235,000 | +15.2% | 1,435 | -7.6% | 0.05% | -14.8% |
| Q1 2020 | $204,000 | -18.1% | 1,553 | +10.9% | 0.06% | -7.6% |
| Q4 2019 | $249,000 | +6.0% | 1,400 | 0.0% | 0.07% | -7.0% |
| Q3 2019 | $235,000 | 0.0% | 1,400 | 0.0% | 0.07% | 0.0% |
| Q2 2019 | $235,000 | +4.0% | 1,400 | 0.0% | 0.07% | -5.3% |
| Q1 2019 | $226,000 | -2.2% | 1,400 | 0.0% | 0.08% | -3.8% |
| Q3 2018 | $231,000 | +4.5% | 1,400 | 0.0% | 0.08% | -3.7% |
| Q2 2018 | $221,000 | +2.3% | 1,400 | 0.0% | 0.08% | +1.2% |
| Q1 2018 | $216,000 | -0.5% | 1,400 | 0.0% | 0.08% | -7.0% |
| Q4 2017 | $217,000 | +4.8% | 1,400 | 0.0% | 0.09% | -3.4% |
| Q3 2017 | $207,000 | +3.5% | 1,400 | 0.0% | 0.09% | -8.2% |
| Q2 2017 | $200,000 | – | 1,400 | – | 0.10% | – |
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% |