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 | $650,862 | +8.2% | 3,127 | +14.5% | 0.52% | +13.6% |
| Q2 2023 | $601,616 | +8.6% | 2,732 | +4.0% | 0.46% | +12.3% |
| Q1 2023 | $553,939 | -4.1% | 2,626 | -7.3% | 0.41% | -9.4% |
| Q4 2022 | $577,645 | +88.8% | 2,834 | +74.2% | 0.45% | +61.7% |
| Q3 2022 | $306,000 | -55.7% | 1,627 | -53.6% | 0.28% | -54.0% |
| Q2 2022 | $690,000 | -7.0% | 3,504 | +12.4% | 0.60% | +5.4% |
| Q1 2022 | $742,000 | +144.9% | 3,118 | +162.2% | 0.57% | +145.1% |
| Q4 2021 | $303,000 | – | 1,189 | – | 0.23% | – |
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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% |