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 | $1,438 | -0.4% | 6,905 | +5.3% | 1.01% | +90.4% |
| Q2 2023 | $1,444 | +8.2% | 6,558 | +3.6% | 0.53% | +17.5% |
| Q1 2023 | $1,335 | +4.9% | 6,331 | +1.4% | 0.45% | -14.3% |
| Q4 2022 | $1,273 | -99.9% | 6,246 | -4.1% | 0.53% | -47.9% |
| Q3 2022 | $1,224,000 | -11.1% | 6,510 | -6.7% | 1.01% | +417.4% |
| Q2 2022 | $1,377,000 | -8.6% | 6,981 | +10.2% | 0.20% | -80.7% |
| Q1 2022 | $1,506,000 | +1806.3% | 6,333 | +1936.3% | 1.01% | +1586.7% |
| Q4 2021 | $79,000 | – | 311 | – | 0.06% | – |
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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% |