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 | $236,593 | -40.0% | 1,136 | -36.5% | 0.04% | -44.6% |
| Q2 2023 | $394,173 | +5.1% | 1,790 | +0.6% | 0.06% | -16.7% |
| Q1 2023 | $375,148 | +10.3% | 1,779 | -1.5% | 0.08% | -24.3% |
| Q3 2022 | $340,000 | -13.0% | 1,806 | -9.1% | 0.10% | -15.6% |
| Q2 2022 | $391,000 | -35.7% | 1,987 | -22.3% | 0.12% | -14.7% |
| Q1 2022 | $608,000 | -11.0% | 2,557 | -4.6% | 0.14% | -10.1% |
| Q4 2021 | $683,000 | -0.3% | 2,681 | -7.3% | 0.16% | -2.5% |
| Q3 2021 | $685,000 | +17.3% | 2,893 | +17.5% | 0.16% | +4.5% |
| Q2 2021 | $584,000 | -20.1% | 2,462 | -25.4% | 0.16% | -27.8% |
| Q1 2021 | $731,000 | – | 3,302 | – | 0.22% | – |
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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% |