VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,475 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $673,397 | -8.4% | 3,234 | -3.1% | 0.44% | -7.5% |
| Q2 2023 | $735,223 | -15.1% | 3,339 | -18.7% | 0.48% | -11.0% |
| Q1 2023 | $866,235 | +1.9% | 4,107 | -1.6% | 0.54% | -4.1% |
| Q4 2022 | $850,371 | +78.3% | 4,172 | +64.7% | 0.56% | +65.2% |
| Q3 2022 | $477,000 | +2.1% | 2,533 | +6.9% | 0.34% | -5.3% |
| Q2 2022 | $467,000 | -14.0% | 2,370 | +3.7% | 0.36% | -4.8% |
| Q1 2022 | $543,000 | -4.1% | 2,285 | +2.8% | 0.38% | -1.6% |
| Q4 2021 | $566,000 | +7.8% | 2,223 | +0.2% | 0.38% | -17.0% |
| Q3 2021 | $525,000 | +2.9% | 2,219 | +3.3% | 0.46% | -12.0% |
| Q2 2021 | $510,000 | – | 2,148 | – | 0.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fidato Wealth LLC | 101,763 | $19,145,000 | 26.17% |
| Divergent Planning, LLC | 106,533 | $20,026,000 | 14.74% |
| BCK Partners, Inc. | 107,851 | $20,274,000 | 14.66% |
| JMG Financial Group, Ltd. | 1,137,454 | $213,819,000 | 13.89% |
| TL Private Wealth | 117,203 | $22,325,000 | 13.86% |
| Northwest Quadrant Wealth Management, LLC | 210,955 | $39,655,000 | 13.01% |
| Axiom Financial Strategies, LLC | 123,884 | $23,288,000 | 12.38% |
| Stone Asset Management Inc. | 95,885 | $18,024,000 | 11.76% |
| Riverpoint Wealth Management Holdings, LLC | 146,459 | $27,531,000 | 11.71% |
| Ballast, Inc. | 122,698 | $23,064,000 | 11.27% |