VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,579 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.25 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,455,789 | -4.3% | 6,991 | +1.2% | 1.80% | -12.1% |
| Q2 2023 | $1,521,559 | +2.5% | 6,911 | -1.8% | 2.05% | -3.8% |
| Q1 2023 | $1,484,537 | +3.8% | 7,038 | +0.3% | 2.13% | -3.6% |
| Q4 2022 | $1,430,616 | -1.1% | 7,019 | +4.7% | 2.21% | +2.1% |
| Q2 2022 | $1,447,000 | -6.2% | 6,706 | +3.4% | 2.16% | +3.8% |
| Q1 2022 | $1,543,000 | +1.4% | 6,488 | +8.6% | 2.08% | +6.2% |
| Q4 2021 | $1,522,000 | +2.0% | 5,973 | -5.2% | 1.96% | -5.6% |
| Q3 2021 | $1,492,000 | +6.1% | 6,301 | +6.3% | 2.08% | +4.5% |
| Q2 2021 | $1,406,000 | +12.9% | 5,925 | +5.4% | 1.99% | +2.0% |
| Q1 2021 | $1,245,000 | – | 5,624 | – | 1.95% | – |
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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% |