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 | $271,283 | -5.9% | 1,303 | -0.5% | 0.02% | -5.6% |
| Q2 2023 | $288,142 | -11.6% | 1,309 | -15.3% | 0.02% | -18.2% |
| Q1 2023 | $326,047 | +3.6% | 1,546 | +0.1% | 0.02% | 0.0% |
| Q4 2022 | $314,864 | +14.1% | 1,545 | +5.3% | 0.02% | -4.3% |
| Q3 2022 | $276,000 | -9.5% | 1,467 | -5.4% | 0.02% | -14.8% |
| Q2 2022 | $305,000 | +35.0% | 1,550 | +63.5% | 0.03% | +42.1% |
| Q1 2022 | $226,000 | +103.6% | 948 | +117.9% | 0.02% | +90.0% |
| Q4 2021 | $111,000 | +7.8% | 435 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $103,000 | +3.0% | 435 | +3.3% | 0.01% | -9.1% |
| Q2 2021 | $100,000 | +42.9% | 421 | +33.7% | 0.01% | +10.0% |
| Q1 2021 | $70,000 | +169.2% | 315 | +142.3% | 0.01% | +100.0% |
| Q4 2020 | $26,000 | +18.2% | 130 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $22,000 | +4.8% | 130 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $21,000 | +23.5% | 130 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $17,000 | – | 130 | – | 0.01% | – |
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% |