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 | $5,313,733 | -4.0% | 25,517 | +1.4% | 3.57% | -3.7% |
Q2 2023 | $5,537,783 | +7.9% | 25,153 | +3.3% | 3.71% | -3.5% |
Q1 2023 | $5,134,429 | +12.4% | 24,343 | +8.6% | 3.84% | +10.1% |
Q4 2022 | $4,567,986 | +6.0% | 22,413 | -2.3% | 3.49% | +2.6% |
Q3 2022 | $4,310,000 | +1.2% | 22,929 | +6.1% | 3.40% | +2.7% |
Q2 2022 | $4,257,000 | -12.0% | 21,613 | +6.3% | 3.31% | +7.3% |
Q1 2022 | $4,836,000 | +19.8% | 20,333 | +23.0% | 3.09% | +10.6% |
Q4 2021 | $4,037,000 | +23.8% | 16,537 | +26.0% | 2.79% | +21.3% |
Q3 2021 | $3,262,000 | +8.7% | 13,127 | +3.9% | 2.30% | +8.2% |
Q2 2021 | $3,000,000 | +74.5% | 12,640 | +62.8% | 2.12% | +70.3% |
Q1 2021 | $1,719,000 | +12.5% | 7,766 | +5.1% | 1.25% | -16.7% |
Q4 2020 | $1,528,000 | – | 7,391 | – | 1.50% | – |
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% |