VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,545 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.96 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,454,427 | -3.9% | 64,610 | +1.6% | 3.78% | -3.1% |
| Q2 2023 | $14,001,247 | +5.9% | 63,596 | +1.5% | 3.90% | +1.2% |
| Q1 2023 | $13,215,272 | +1.1% | 62,655 | -2.3% | 3.85% | -7.2% |
| Q4 2022 | $13,068,557 | +11.7% | 64,121 | +3.0% | 4.15% | -11.6% |
| Q3 2022 | $11,701,000 | +0.4% | 62,244 | +5.2% | 4.70% | +5.5% |
| Q2 2022 | $11,655,000 | -13.0% | 59,172 | +5.1% | 4.46% | +9.7% |
| Q1 2022 | $13,396,000 | -2.8% | 56,324 | +4.1% | 4.06% | +5.2% |
| Q4 2021 | $13,786,000 | +6.8% | 54,111 | -0.8% | 3.86% | -1.6% |
| Q3 2021 | $12,911,000 | -1.8% | 54,530 | -1.5% | 3.92% | +1.1% |
| Q2 2021 | $13,144,000 | +12.7% | 55,379 | +5.1% | 3.88% | +1.3% |
| Q1 2021 | $11,660,000 | +11.7% | 52,680 | +4.4% | 3.83% | -7.1% |
| Q4 2020 | $10,437,000 | +17.9% | 50,477 | +0.5% | 4.12% | -3.6% |
| Q3 2020 | $8,851,000 | +8.4% | 50,216 | +0.8% | 4.28% | -0.7% |
| Q2 2020 | $8,164,000 | +25.0% | 49,805 | +0.4% | 4.31% | -8.1% |
| Q1 2020 | $6,529,000 | -27.9% | 49,596 | -1.7% | 4.69% | -9.0% |
| Q4 2019 | $9,053,000 | +7.4% | 50,459 | +0.3% | 5.15% | -2.6% |
| Q3 2019 | $8,429,000 | +0.6% | 50,294 | +0.4% | 5.29% | -1.6% |
| Q2 2019 | $8,377,000 | +2.9% | 50,115 | -1.0% | 5.38% | -0.0% |
| Q1 2019 | $8,138,000 | – | 50,623 | – | 5.38% | – |
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% |