VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,545 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.96 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,098,406 | -7.9% | 125,328 | -2.6% | 10.40% | -4.1% |
| Q2 2023 | $28,340,580 | +8.1% | 128,727 | +3.5% | 10.85% | +0.8% |
| Q1 2023 | $26,227,671 | +5.0% | 124,349 | +1.4% | 10.76% | -1.5% |
| Q4 2022 | $24,982,971 | +8.3% | 122,580 | -0.1% | 10.92% | -3.1% |
| Q3 2022 | $23,064,000 | -4.1% | 122,698 | +0.5% | 11.27% | +0.5% |
| Q2 2022 | $24,044,000 | -17.8% | 122,073 | -0.8% | 11.21% | -0.6% |
| Q1 2022 | $29,262,000 | +0.9% | 123,036 | +8.1% | 11.28% | -0.1% |
| Q4 2021 | $29,005,000 | +7.5% | 113,850 | -0.1% | 11.29% | -0.7% |
| Q3 2021 | $26,970,000 | +0.4% | 113,914 | +0.7% | 11.37% | +0.4% |
| Q2 2021 | $26,862,000 | +18.9% | 113,178 | +10.8% | 11.32% | +4.2% |
| Q1 2021 | $22,601,000 | +8.1% | 102,112 | +1.0% | 10.87% | +2.0% |
| Q4 2020 | $20,902,000 | +25.6% | 101,090 | +7.0% | 10.66% | +12.0% |
| Q3 2020 | $16,647,000 | +51.2% | 94,447 | +40.6% | 9.52% | +37.4% |
| Q2 2020 | $11,010,000 | +19.4% | 67,176 | -4.1% | 6.92% | +5.7% |
| Q1 2020 | $9,220,000 | -20.7% | 70,040 | +7.4% | 6.55% | +2.1% |
| Q4 2019 | $11,620,000 | +15.4% | 65,217 | +8.6% | 6.42% | +3.8% |
| Q3 2019 | $10,065,000 | +1.9% | 60,058 | +2.0% | 6.18% | +0.7% |
| Q2 2019 | $9,877,000 | +5.5% | 58,888 | +1.5% | 6.14% | +0.7% |
| Q1 2019 | $9,358,000 | +6.3% | 58,021 | -8.9% | 6.10% | -9.8% |
| Q4 2018 | $8,802,000 | -7.1% | 63,703 | +10.9% | 6.76% | +4.2% |
| Q3 2018 | $9,479,000 | +9.7% | 57,466 | +4.8% | 6.49% | -3.4% |
| Q2 2018 | $8,640,000 | +4.4% | 54,809 | +2.2% | 6.72% | +1.7% |
| Q1 2018 | $8,274,000 | +1.9% | 53,653 | +2.3% | 6.60% | -3.7% |
| Q4 2017 | $8,120,000 | – | 52,461 | – | 6.86% | – |
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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% |