VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,489 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $237,993 | -20.5% | 1,081 | -23.9% | 0.27% | -37.0% |
| Q1 2023 | $299,506 | -24.2% | 1,420 | -26.8% | 0.43% | -24.2% |
| Q4 2022 | $395,188 | +2.1% | 1,939 | -5.8% | 0.57% | +7.6% |
| Q3 2022 | $387,000 | +33.4% | 2,058 | +39.9% | 0.53% | +44.4% |
| Q2 2022 | $290,000 | -15.9% | 1,471 | +1.4% | 0.36% | +9.9% |
| Q1 2022 | $345,000 | -6.5% | 1,450 | 0.0% | 0.33% | +6.4% |
| Q4 2021 | $369,000 | +7.6% | 1,450 | 0.0% | 0.31% | -2.2% |
| Q3 2021 | $343,000 | -2.0% | 1,450 | -1.7% | 0.32% | -2.4% |
| Q2 2021 | $350,000 | +2.9% | 1,475 | -3.8% | 0.33% | -3.5% |
| Q1 2021 | $340,000 | – | 1,534 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fidato Wealth LLC | 101,763 | $19,145,000 | 26.17% |
| Divergent Planning, LLC | 106,533 | $20,026,000 | 14.74% |
| BCK Partners, Inc. | 107,851 | $20,274,000 | 14.66% |
| JMG Financial Group, Ltd. | 1,137,454 | $213,819,000 | 13.89% |
| TL Private Wealth | 117,203 | $22,325,000 | 13.86% |
| Northwest Quadrant Wealth Management, LLC | 210,955 | $39,655,000 | 13.01% |
| Axiom Financial Strategies, LLC | 123,884 | $23,288,000 | 12.38% |
| Stone Asset Management Inc. | 95,885 | $18,024,000 | 11.76% |
| Riverpoint Wealth Management Holdings, LLC | 146,459 | $27,531,000 | 11.71% |
| Ballast, Inc. | 122,698 | $23,064,000 | 11.27% |