VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,575 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $98,914 | -14.9% | 475 | -10.0% | 0.02% | -8.7% |
| Q2 2023 | $116,245 | +4.4% | 528 | 0.0% | 0.02% | -4.2% |
| Q1 2023 | $111,366 | +41.6% | 528 | +36.8% | 0.02% | +33.3% |
| Q4 2022 | $78,671 | +7.8% | 386 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $73,000 | -3.9% | 386 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $76,000 | -17.4% | 386 | 0.0% | 0.02% | -5.3% |
| Q1 2022 | $92,000 | -6.1% | 386 | 0.0% | 0.02% | -5.0% |
| Q4 2021 | $98,000 | +7.7% | 386 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $91,000 | -9.9% | 386 | -9.4% | 0.02% | -9.1% |
| Q2 2021 | $101,000 | +7.4% | 426 | 0.0% | 0.02% | -4.3% |
| Q1 2021 | $94,000 | +6.8% | 426 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $88,000 | +14.3% | 426 | -3.0% | 0.02% | 0.0% |
| Q3 2020 | $77,000 | +6.9% | 439 | 0.0% | 0.02% | -4.2% |
| Q2 2020 | $72,000 | +24.1% | 439 | 0.0% | 0.02% | +9.1% |
| Q1 2020 | $58,000 | -25.6% | 439 | 0.0% | 0.02% | -12.0% |
| Q4 2019 | $78,000 | +5.4% | 439 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $74,000 | +1.4% | 439 | 0.0% | 0.02% | -3.8% |
| Q2 2019 | $73,000 | +2.8% | 439 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $71,000 | +16.4% | 439 | 0.0% | 0.03% | +4.0% |
| Q4 2018 | $61,000 | – | 439 | – | 0.02% | – |
Download | ||||||
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% |