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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $400,241 | +12.1% | 1,720 | +0.3% | 0.34% | +2.4% |
| Q3 2023 | $357,169 | -5.2% | 1,715 | +0.2% | 0.34% | -0.6% |
| Q2 2023 | $376,762 | -17.7% | 1,711 | -21.2% | 0.34% | -20.3% |
| Q1 2023 | $457,792 | +3.7% | 2,170 | +0.1% | 0.42% | -2.1% |
| Q4 2022 | $441,586 | +8.8% | 2,167 | +0.3% | 0.43% | +4.1% |
| Q3 2022 | $406,000 | -4.5% | 2,161 | +0.2% | 0.42% | +0.7% |
| Q2 2022 | $425,000 | -17.0% | 2,157 | +0.1% | 0.41% | -8.6% |
| Q1 2022 | $512,000 | -6.6% | 2,154 | +0.1% | 0.45% | -0.7% |
| Q4 2021 | $548,000 | +7.9% | 2,151 | +0.2% | 0.46% | +0.2% |
| Q3 2021 | $508,000 | -0.2% | 2,147 | +0.1% | 0.45% | -1.7% |
| Q2 2021 | $509,000 | +7.4% | 2,144 | +0.1% | 0.46% | +10.0% |
| Q1 2021 | $474,000 | +7.2% | 2,141 | +0.1% | 0.42% | +4.5% |
| Q4 2020 | $442,000 | +17.9% | 2,139 | +0.4% | 0.40% | +5.0% |
| Q3 2020 | $375,000 | +7.4% | 2,130 | +0.2% | 0.38% | +2.7% |
| Q2 2020 | $349,000 | +24.6% | 2,126 | 0.0% | 0.37% | -1.8% |
| Q1 2020 | $280,000 | -42.0% | 2,126 | -21.6% | 0.38% | -18.3% |
| Q4 2019 | $483,000 | -26.3% | 2,712 | -30.6% | 0.46% | -27.9% |
| Q3 2019 | $655,000 | +0.5% | 3,906 | +0.2% | 0.64% | +0.6% |
| Q2 2019 | $652,000 | +3.7% | 3,900 | -0.3% | 0.64% | -0.3% |
| Q1 2019 | $629,000 | +16.9% | 3,912 | +0.4% | 0.64% | +3.9% |
| Q4 2018 | $538,000 | – | 3,897 | – | 0.62% | – |
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% |