VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,545 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.96 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $220,943 | -9.7% | 1,061 | -4.5% | 0.13% | -6.6% |
| Q2 2023 | $244,598 | +18.7% | 1,111 | +1.0% | 0.14% | +18.1% |
| Q3 2022 | $206,000 | -30.2% | 1,100 | -26.7% | 0.12% | -27.0% |
| Q2 2022 | $295,000 | -15.5% | 1,500 | 0.0% | 0.16% | -2.5% |
| Q1 2022 | $349,000 | +13.3% | 1,500 | +15.4% | 0.16% | 0.0% |
| Q4 2021 | $308,000 | 0.0% | 1,300 | 0.0% | 0.16% | 0.0% |
| Q3 2021 | $308,000 | -2.2% | 1,300 | -1.9% | 0.16% | -8.9% |
| Q2 2021 | $315,000 | -4.8% | 1,325 | -11.7% | 0.18% | -12.7% |
| Q1 2021 | $331,000 | +6.8% | 1,500 | 0.0% | 0.20% | -4.7% |
| Q4 2020 | $310,000 | -0.6% | 1,500 | -21.6% | 0.22% | -22.7% |
| Q2 2020 | $312,000 | +24.3% | 1,913 | 0.0% | 0.28% | +1.1% |
| Q1 2020 | $251,000 | -49.9% | 1,913 | -32.1% | 0.28% | -38.3% |
| Q4 2019 | $501,000 | – | 2,816 | – | 0.45% | – |
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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% |