VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,489 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,662,045 | -1.6% | 7,981 | +4.0% | 0.40% | -2.0% |
| Q2 2023 | $1,689,471 | +15.6% | 7,674 | +8.9% | 0.41% | +5.7% |
| Q1 2023 | $1,461,779 | +0.4% | 7,047 | -1.3% | 0.39% | +0.5% |
| Q4 2022 | $1,455,590 | +13.8% | 7,142 | +5.0% | 0.38% | +1.1% |
| Q3 2022 | $1,279,000 | -13.1% | 6,804 | -0.2% | 0.38% | +1.3% |
| Q2 2022 | $1,471,000 | +390.3% | 6,817 | +440.2% | 0.38% | +420.8% |
| Q1 2022 | $300,000 | -15.5% | 1,262 | -9.5% | 0.07% | -28.7% |
| Q4 2021 | $355,000 | +27.7% | 1,395 | +18.9% | 0.10% | +11.0% |
| Q3 2021 | $278,000 | 0.0% | 1,173 | +0.1% | 0.09% | -2.2% |
| Q2 2021 | $278,000 | -1.1% | 1,172 | -7.6% | 0.09% | -13.1% |
| Q1 2021 | $281,000 | +27.7% | 1,268 | +19.4% | 0.11% | -8.5% |
| Q4 2020 | $220,000 | +9.5% | 1,062 | -3.4% | 0.12% | -10.7% |
| Q4 2019 | $201,000 | +34.9% | 1,099 | +16.7% | 0.13% | +24.8% |
| Q2 2018 | $149,000 | – | 942 | – | 0.10% | – |
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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% |