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 | $12,089 | -5.4% | 58,055 | +0.1% | 1.94% | -4.1% |
| Q2 2023 | $12,773 | +16.3% | 58,019 | +11.4% | 2.02% | +13.5% |
| Q1 2023 | $10,984 | +44.2% | 52,075 | +39.3% | 1.78% | +36.8% |
| Q4 2022 | $7,619 | -99.9% | 37,382 | +3.8% | 1.30% | +3.5% |
| Q3 2022 | $6,767,000 | -0.4% | 35,999 | +4.3% | 1.26% | +2.4% |
| Q2 2022 | $6,797,000 | -16.9% | 34,506 | +0.3% | 1.23% | -4.7% |
| Q1 2022 | $8,181,000 | -5.6% | 34,398 | +1.1% | 1.29% | +0.1% |
| Q4 2021 | $8,664,000 | +86540.0% | 34,008 | +84920.0% | 1.29% | +64400.0% |
| Q3 2021 | $10,000 | – | 40 | – | 0.00% | – |
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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% |