VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,489 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $761,288 | +1.6% | 3,656 | +7.4% | 0.13% | +25.7% |
| Q2 2023 | $749,645 | +3.4% | 3,405 | -1.0% | 0.10% | -0.9% |
| Q1 2023 | $725,143 | +1.2% | 3,438 | -2.2% | 0.11% | -7.0% |
| Q4 2022 | $716,800 | +17.5% | 3,517 | +8.3% | 0.11% | +3.6% |
| Q3 2022 | $610,000 | +4.8% | 3,246 | +9.9% | 0.11% | -14.7% |
| Q2 2022 | $582,000 | -8.3% | 2,953 | +10.7% | 0.13% | +4.0% |
| Q1 2022 | $635,000 | -0.2% | 2,668 | +6.9% | 0.12% | -3.9% |
| Q4 2021 | $636,000 | +44.2% | 2,496 | +34.0% | 0.13% | +24.0% |
| Q3 2021 | $441,000 | -0.2% | 1,863 | 0.0% | 0.10% | -5.5% |
| Q2 2021 | $442,000 | +7.3% | 1,863 | 0.0% | 0.11% | +7.8% |
| Q1 2021 | $412,000 | +7.0% | 1,863 | 0.0% | 0.10% | -33.8% |
| Q4 2020 | $385,000 | +17.4% | 1,863 | 0.0% | 0.15% | 0.0% |
| Q3 2020 | $328,000 | +7.5% | 1,863 | 0.0% | 0.15% | +3.4% |
| Q2 2020 | $305,000 | +24.5% | 1,863 | 0.0% | 0.15% | +2.1% |
| Q1 2020 | $245,000 | +5.2% | 1,863 | +42.5% | 0.15% | +43.1% |
| Q4 2019 | $233,000 | +65.2% | 1,307 | +52.0% | 0.10% | -14.3% |
| Q3 2018 | $141,000 | +3.7% | 860 | 0.0% | 0.12% | -5.6% |
| Q2 2018 | $136,000 | +2.3% | 860 | 0.0% | 0.13% | -3.1% |
| Q1 2018 | $133,000 | 0.0% | 860 | 0.0% | 0.13% | 0.0% |
| Q4 2017 | $133,000 | – | 860 | – | 0.13% | – |
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% |