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 | $275,877 | -3.3% | 1,325 | +2.3% | 0.12% | +7.1% |
| Q2 2023 | $285,210 | +112.0% | 1,295 | +103.0% | 0.11% | +67.2% |
| Q1 2023 | $134,528 | -50.5% | 638 | -52.2% | 0.07% | -46.4% |
| Q4 2022 | $271,840 | +9.2% | 1,334 | +0.5% | 0.12% | -1.6% |
| Q3 2022 | $249,000 | +4.2% | 1,327 | +9.4% | 0.13% | +5.0% |
| Q2 2022 | $239,000 | -24.1% | 1,213 | -8.4% | 0.12% | -13.6% |
| Q1 2022 | $315,000 | -5.7% | 1,324 | +1.1% | 0.14% | +4.5% |
| Q4 2021 | $334,000 | +8.1% | 1,309 | 0.0% | 0.13% | -7.6% |
| Q3 2021 | $309,000 | +0.7% | 1,309 | +1.2% | 0.14% | +3.6% |
| Q2 2021 | $307,000 | +4.4% | 1,294 | +0.3% | 0.14% | -3.4% |
| Q1 2021 | $294,000 | +10.5% | 1,290 | +0.2% | 0.14% | -3.3% |
| Q4 2020 | $266,000 | +15.2% | 1,288 | +0.5% | 0.15% | +8.7% |
| Q3 2020 | $231,000 | – | 1,282 | – | 0.14% | – |
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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% |