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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $252,964 | +25.8% | 1,149 | +20.6% | 0.01% | +11.1% |
| Q1 2023 | $201,007 | -14.4% | 953 | -17.3% | 0.01% | -18.2% |
| Q4 2022 | $234,789 | -21.2% | 1,152 | -7.9% | 0.01% | -35.3% |
| Q1 2022 | $298,000 | -14.6% | 1,251 | -8.7% | 0.02% | -15.0% |
| Q4 2021 | $349,000 | +19.9% | 1,370 | +11.5% | 0.02% | 0.0% |
| Q3 2021 | $291,000 | -0.3% | 1,229 | -0.1% | 0.02% | -4.8% |
| Q2 2021 | $292,000 | +39.7% | 1,230 | +30.0% | 0.02% | +10.5% |
| Q1 2021 | $209,000 | +2.5% | 946 | -4.3% | 0.02% | -17.4% |
| Q4 2020 | $204,000 | -0.5% | 988 | -20.8% | 0.02% | -28.1% |
| Q2 2020 | $205,000 | -5.5% | 1,248 | -3.6% | 0.03% | -8.6% |
| Q3 2019 | $217,000 | – | 1,294 | – | 0.04% | – |
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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% |