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 | $258,842 | -5.4% | 1,243 | 0.0% | 0.22% | -4.4% |
| Q2 2023 | $273,659 | +4.4% | 1,243 | 0.0% | 0.23% | -4.6% |
| Q1 2023 | $262,174 | +3.5% | 1,243 | 0.0% | 0.24% | -25.2% |
| Q4 2022 | $253,336 | +8.3% | 1,243 | 0.0% | 0.32% | +21.9% |
| Q3 2022 | $234,000 | -5.6% | 1,243 | 0.0% | 0.26% | -22.8% |
| Q2 2022 | $248,000 | -11.7% | 1,243 | +5.2% | 0.34% | +71.9% |
| Q1 2022 | $281,000 | -6.6% | 1,181 | 0.0% | 0.20% | +5.4% |
| Q4 2021 | $301,000 | +6.4% | 1,181 | 0.0% | 0.19% | +12.7% |
| Q3 2021 | $283,000 | +2.2% | 1,181 | +1.2% | 0.16% | +5.8% |
| Q2 2021 | $277,000 | +7.4% | 1,167 | 0.0% | 0.16% | -4.9% |
| Q1 2021 | $258,000 | – | 1,167 | – | 0.16% | – |
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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% |