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 | $207,823 | -74.4% | 998 | -72.9% | 0.95% | -66.1% |
| Q2 2023 | $810,849 | +4.1% | 3,683 | -0.3% | 2.80% | +2.2% |
| Q1 2023 | $778,927 | +0.3% | 3,693 | -3.1% | 2.74% | -4.4% |
| Q4 2022 | $776,923 | -25.7% | 3,812 | -31.5% | 2.86% | -14.2% |
| Q3 2022 | $1,046,000 | -5.6% | 5,564 | -1.1% | 3.34% | +92.4% |
| Q2 2022 | $1,108,000 | -47.6% | 5,625 | -36.7% | 1.73% | -28.1% |
| Q1 2022 | $2,113,000 | – | 8,884 | – | 2.41% | – |
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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% |