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 | $1,790,656 | -6.0% | 8,599 | -0.7% | 0.07% | -8.3% |
| Q2 2023 | $1,905,705 | -57.1% | 8,656 | -58.9% | 0.07% | -59.8% |
| Q1 2023 | $4,446,405 | +96.7% | 21,081 | +90.1% | 0.18% | +79.0% |
| Q4 2022 | $2,260,049 | -13.4% | 11,089 | -20.1% | 0.10% | -29.1% |
| Q3 2022 | $2,610,000 | +739.2% | 13,882 | +962.9% | 0.14% | +464.0% |
| Q1 2022 | $311,000 | +1.6% | 1,306 | +8.8% | 0.02% | +25.0% |
| Q4 2021 | $306,000 | +25.9% | 1,200 | +17.1% | 0.02% | +11.1% |
| Q3 2021 | $243,000 | -35.0% | 1,025 | -34.9% | 0.02% | -45.5% |
| Q2 2021 | $374,000 | -2.1% | 1,575 | -8.7% | 0.03% | -19.5% |
| Q1 2021 | $382,000 | +7.0% | 1,725 | 0.0% | 0.04% | -8.9% |
| Q4 2020 | $357,000 | +8.5% | 1,725 | 0.0% | 0.04% | -29.7% |
| Q3 2020 | $329,000 | -13.6% | 1,725 | -25.8% | 0.06% | -9.9% |
| Q2 2020 | $381,000 | -44.8% | 2,325 | -55.6% | 0.07% | -61.8% |
| Q1 2020 | $690,000 | – | 5,240 | – | 0.19% | – |
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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% |