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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $520,463 | +96.4% | 2,554 | +38.1% | 0.26% | +94.1% |
| Q3 2022 | $265,000 | -64.1% | 1,849 | -50.7% | 0.14% | -63.1% |
| Q2 2022 | $739,000 | -64.0% | 3,752 | -56.6% | 0.37% | -62.9% |
| Q1 2022 | $2,054,000 | -19.6% | 8,636 | -13.9% | 0.99% | -10.8% |
| Q4 2021 | $2,555,000 | +0.6% | 10,029 | -6.6% | 1.11% | -8.6% |
| Q3 2021 | $2,541,000 | -0.4% | 10,733 | -0.2% | 1.21% | -3.0% |
| Q2 2021 | $2,551,000 | +92.4% | 10,752 | +80.7% | 1.25% | +78.7% |
| Q1 2021 | $1,326,000 | – | 5,951 | – | 0.70% | – |
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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% |