VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,575 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,808,041 | -3.4% | 8,682 | +2.1% | 1.54% | -2.3% |
| Q2 2023 | $1,871,756 | +13.0% | 8,502 | +8.3% | 1.58% | +2.1% |
| Q1 2023 | $1,656,376 | +6.4% | 7,853 | +2.8% | 1.55% | +5.7% |
| Q4 2022 | $1,556,993 | -4.6% | 7,639 | -12.0% | 1.46% | -17.7% |
| Q3 2022 | $1,632,000 | -1.6% | 8,682 | +3.1% | 1.78% | +4.6% |
| Q2 2022 | $1,659,000 | -18.6% | 8,421 | -1.7% | 1.70% | -5.1% |
| Q1 2022 | $2,037,000 | -27.4% | 8,566 | -22.2% | 1.79% | -21.9% |
| Q4 2021 | $2,804,000 | +11.4% | 11,004 | +3.5% | 2.29% | +2.7% |
| Q3 2021 | $2,518,000 | -0.2% | 10,635 | 0.0% | 2.23% | -0.5% |
| Q2 2021 | $2,524,000 | +7.5% | 10,635 | +0.3% | 2.24% | +0.8% |
| Q1 2021 | $2,347,000 | +38.0% | 10,603 | +28.9% | 2.22% | +32.5% |
| Q4 2020 | $1,701,000 | – | 8,227 | – | 1.68% | – |
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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% |