VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,475 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $471,432 | -6.3% | 2,264 | -1.0% | 0.26% | -5.1% |
| Q2 2023 | $503,250 | +4.4% | 2,286 | 0.0% | 0.28% | +40.6% |
| Q1 2023 | $482,118 | +2.8% | 2,286 | -0.7% | 0.20% | -12.4% |
| Q4 2022 | $469,117 | -0.6% | 2,302 | -2.2% | 0.22% | -10.7% |
| Q3 2022 | $472,000 | +0.2% | 2,353 | -0.3% | 0.25% | -6.7% |
| Q2 2022 | $471,000 | -17.1% | 2,360 | -0.5% | 0.27% | -8.2% |
| Q1 2022 | $568,000 | -18.4% | 2,373 | -13.1% | 0.29% | -13.8% |
| Q4 2021 | $696,000 | +14.9% | 2,730 | +6.6% | 0.34% | -13.0% |
| Q3 2021 | $606,000 | +0.5% | 2,561 | +0.7% | 0.39% | -2.0% |
| Q2 2021 | $603,000 | +7.3% | 2,542 | +0.0% | 0.40% | -12.1% |
| Q1 2021 | $562,000 | +18.1% | 2,541 | +10.5% | 0.46% | +2.7% |
| Q4 2020 | $476,000 | – | 2,300 | – | 0.44% | – |
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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% |