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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $387,824 | -6.5% | 1,864 | -1.1% | 0.21% | -3.7% |
| Q2 2023 | $415,002 | +2.6% | 1,885 | -1.7% | 0.22% | -4.8% |
| Q1 2023 | $404,545 | -98.2% | 1,918 | -98.3% | 0.23% | -98.4% |
| Q4 2022 | $22,592,517 | +12.8% | 110,851 | +4.1% | 14.21% | -3.6% |
| Q3 2022 | $20,026,000 | -3.0% | 106,533 | +1.6% | 14.74% | -0.6% |
| Q2 2022 | $20,649,000 | -14.1% | 104,832 | +4.3% | 14.84% | -3.6% |
| Q1 2022 | $24,041,000 | -1.6% | 100,506 | +4.2% | 15.39% | -13.9% |
| Q4 2021 | $24,427,000 | +8.2% | 96,472 | +3.1% | 17.88% | -2.0% |
| Q3 2021 | $22,568,000 | +2.9% | 93,555 | -0.5% | 18.25% | +2.6% |
| Q2 2021 | $21,942,000 | +4.5% | 94,020 | +3.4% | 17.79% | -0.7% |
| Q1 2021 | $20,999,000 | +11.9% | 90,903 | +0.1% | 17.92% | -0.3% |
| Q4 2020 | $18,773,000 | – | 90,791 | – | 17.98% | – |
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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% |