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 | $840,457 | +3.1% | 4,036 | +9.0% | 0.10% | +6.5% |
| Q2 2023 | $815,252 | +10.3% | 3,703 | +5.7% | 0.09% | -14.7% |
| Q1 2023 | $738,853 | +26.8% | 3,503 | +22.5% | 0.11% | +18.5% |
| Q4 2022 | $582,693 | +8.5% | 2,859 | 0.0% | 0.09% | -26.4% |
| Q3 2022 | $537,000 | +68.3% | 2,859 | +76.4% | 0.12% | +50.6% |
| Q2 2022 | $319,000 | +7.4% | 1,621 | +29.7% | 0.08% | +29.7% |
| Q1 2022 | $297,000 | -6.6% | 1,250 | 0.0% | 0.06% | -5.9% |
| Q4 2021 | $318,000 | +7.4% | 1,250 | 0.0% | 0.07% | +15.3% |
| Q3 2021 | $296,000 | -0.3% | 1,250 | 0.0% | 0.06% | -14.5% |
| Q2 2021 | $297,000 | -14.9% | 1,250 | -20.7% | 0.07% | -26.6% |
| Q1 2021 | $349,000 | +35.3% | 1,577 | +26.2% | 0.09% | +13.3% |
| Q4 2020 | $258,000 | +8.4% | 1,250 | -7.6% | 0.08% | -11.7% |
| Q3 2020 | $238,000 | +7.2% | 1,353 | 0.0% | 0.09% | -8.7% |
| Q2 2020 | $222,000 | +11.0% | 1,353 | -10.8% | 0.10% | -7.2% |
| Q1 2020 | $200,000 | – | 1,517 | – | 0.11% | – |
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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% |