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 | $728 | -1.5% | 3,498 | -3.0% | 1.22% | -11.8% |
| Q2 2023 | $739 | -2.9% | 3,606 | 0.0% | 1.38% | +4.0% |
| Q1 2023 | $761 | +3.0% | 3,606 | 0.0% | 1.33% | -3.8% |
| Q4 2022 | $739 | -99.9% | 3,606 | -13.3% | 1.38% | -12.7% |
| Q3 2022 | $782,000 | -4.6% | 4,160 | +20.7% | 1.58% | +26.8% |
| Q1 2022 | $820,000 | -4.1% | 3,446 | +2.7% | 1.25% | +1.5% |
| Q4 2021 | $855,000 | +10.8% | 3,356 | +3.2% | 1.23% | +7.1% |
| Q3 2021 | $772,000 | 0.0% | 3,252 | 0.0% | 1.15% | 0.0% |
| Q2 2021 | $772,000 | – | 3,252 | – | 1.15% | – |
Download | ||||||
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% |