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 | $1,948,269 | -4.6% | 9,356 | +0.8% | 0.65% | -2.4% |
| Q2 2023 | $2,042,719 | +4.4% | 9,278 | +0.0% | 0.66% | -0.3% |
| Q1 2023 | $1,956,658 | +1.5% | 9,277 | -1.9% | 0.67% | -5.3% |
| Q4 2022 | $1,927,683 | +5.6% | 9,458 | -2.6% | 0.70% | +1.3% |
| Q3 2022 | $1,825,000 | -19.1% | 9,707 | -15.3% | 0.69% | -13.0% |
| Q2 2022 | $2,257,000 | -53.4% | 11,456 | -43.7% | 0.80% | -34.6% |
| Q1 2022 | $4,841,000 | +10.0% | 20,353 | +17.8% | 1.22% | +14.1% |
| Q4 2021 | $4,400,000 | +13.5% | 17,271 | +5.5% | 1.07% | +5.8% |
| Q3 2021 | $3,877,000 | -1.8% | 16,375 | -1.6% | 1.01% | +4.1% |
| Q2 2021 | $3,948,000 | +5.6% | 16,635 | +2.6% | 0.97% | +1.9% |
| Q1 2021 | $3,739,000 | +122.2% | 16,211 | +99.1% | 0.95% | -1.7% |
| Q4 2020 | $1,683,000 | – | 8,141 | – | 0.97% | – |
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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% |