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 | $391,700 | +0.9% | 1,881 | +6.7% | 0.36% | +3.4% |
| Q2 2023 | $388,142 | -12.0% | 1,763 | -15.7% | 0.35% | -10.5% |
| Q1 2023 | $441,034 | +3.5% | 2,091 | +0.0% | 0.39% | -5.8% |
| Q4 2022 | $425,962 | +14.2% | 2,090 | +5.2% | 0.42% | +16.6% |
| Q3 2022 | $373,000 | -99.7% | 1,986 | +243.0% | 0.36% | +245.6% |
| Q2 2022 | $129,053,000 | +27416.6% | 579 | -70.7% | 0.10% | -64.7% |
| Q1 2022 | $469,000 | – | 1,974 | – | 0.29% | – |
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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% |