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 | $6,029,432 | -4.4% | 28,954 | +1.1% | 2.83% | -3.0% |
| Q2 2023 | $6,305,837 | +5.8% | 28,642 | +1.4% | 2.92% | -4.5% |
| Q1 2023 | $5,958,026 | +2.9% | 28,248 | -0.6% | 3.06% | -2.8% |
| Q4 2022 | $5,790,392 | -7.7% | 28,411 | -14.9% | 3.15% | -14.7% |
| Q3 2022 | $6,276,000 | -3.6% | 33,389 | +1.1% | 3.69% | +10.7% |
| Q2 2022 | $6,507,000 | -28.1% | 33,033 | -13.2% | 3.33% | -13.3% |
| Q1 2022 | $9,047,000 | +1.2% | 38,036 | +8.4% | 3.84% | +2.9% |
| Q4 2021 | $8,937,000 | +18.3% | 35,078 | +9.9% | 3.74% | +4.0% |
| Q3 2021 | $7,554,000 | +4.5% | 31,906 | +4.8% | 3.59% | +4.1% |
| Q2 2021 | $7,229,000 | +17.9% | 30,456 | +9.9% | 3.45% | +3.1% |
| Q1 2021 | $6,133,000 | +12.2% | 27,707 | +4.8% | 3.35% | +11.2% |
| Q4 2020 | $5,467,000 | +23.6% | 26,440 | +5.4% | 3.01% | +5.5% |
| Q3 2020 | $4,422,000 | +12.6% | 25,088 | +4.7% | 2.85% | -1.3% |
| Q2 2020 | $3,928,000 | – | 23,965 | – | 2.89% | – |
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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% |