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 | $457,295 | -0.2% | 2,196 | +6.6% | 0.14% | +2.1% |
| Q2 2023 | $458,119 | +58.8% | 2,061 | +49.6% | 0.14% | +66.7% |
| Q1 2023 | $288,479 | +3.6% | 1,378 | +0.9% | 0.08% | -4.5% |
| Q4 2022 | $278,433 | +8.8% | 1,366 | +0.1% | 0.09% | -1.1% |
| Q3 2022 | $256,000 | -4.5% | 1,364 | +0.1% | 0.09% | -3.3% |
| Q2 2022 | $268,000 | -17.3% | 1,363 | +0.1% | 0.09% | -10.7% |
| Q1 2022 | $324,000 | +13.3% | 1,362 | +21.3% | 0.10% | +4.0% |
| Q4 2021 | $286,000 | +27.7% | 1,123 | +18.7% | 0.10% | +13.8% |
| Q3 2021 | $224,000 | -0.4% | 946 | 0.0% | 0.09% | -9.4% |
| Q2 2021 | $225,000 | +20.3% | 946 | +12.2% | 0.10% | +18.5% |
| Q1 2021 | $187,000 | -79.2% | 843 | -87.6% | 0.08% | -87.7% |
| Q4 2016 | $898,000 | – | 6,820 | – | 0.66% | – |
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% |