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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $495,718 | -4.8% | 2,381 | +0.7% | 0.22% | -1.8% |
| Q2 2023 | $520,488 | +2.2% | 2,364 | -2.1% | 0.22% | -5.6% |
| Q1 2023 | $509,310 | +4.6% | 2,415 | +1.0% | 0.23% | -5.3% |
| Q4 2022 | $487,143 | +14.4% | 2,390 | +5.6% | 0.24% | +5.2% |
| Q3 2022 | $426,000 | -2.3% | 2,264 | +2.2% | 0.23% | +5.9% |
| Q2 2022 | $436,000 | -17.0% | 2,215 | +0.4% | 0.22% | -0.9% |
| Q1 2022 | $525,000 | -5.1% | 2,206 | +1.7% | 0.22% | -1.8% |
| Q4 2021 | $553,000 | +8.4% | 2,169 | +0.7% | 0.23% | +0.4% |
| Q3 2021 | $510,000 | +0.6% | 2,153 | +0.8% | 0.22% | +0.4% |
| Q2 2021 | $507,000 | -34.5% | 2,136 | -39.0% | 0.22% | -32.5% |
| Q1 2021 | $774,000 | +36.3% | 3,499 | +27.3% | 0.33% | +29.7% |
| Q4 2020 | $568,000 | +10.3% | 2,748 | -6.0% | 0.26% | +9.9% |
| Q3 2020 | $515,000 | +6.8% | 2,922 | -0.5% | 0.23% | -2.9% |
| Q2 2020 | $482,000 | +23.0% | 2,938 | -1.4% | 0.24% | +1.3% |
| Q1 2020 | $392,000 | -37.0% | 2,981 | -13.6% | 0.24% | -6.3% |
| Q4 2019 | $622,000 | -4.2% | 3,449 | -7.7% | 0.25% | -8.7% |
| Q3 2019 | $649,000 | +16.9% | 3,736 | +13.6% | 0.28% | +10.8% |
| Q2 2019 | $555,000 | +0.9% | 3,288 | -0.8% | 0.25% | -3.8% |
| Q1 2019 | $550,000 | – | 3,314 | – | 0.26% | – |
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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% |