VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,575 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,299,607 | -5.1% | 15,845 | +0.3% | 4.71% | -2.9% |
| Q2 2023 | $3,478,235 | -13.9% | 15,799 | -17.5% | 4.86% | +23.0% |
| Q1 2023 | $4,039,261 | -0.0% | 19,151 | -3.4% | 3.95% | +4.0% |
| Q4 2022 | $4,040,958 | +4.9% | 19,827 | -3.3% | 3.80% | +46.9% |
| Q3 2022 | $3,854,000 | -7.7% | 20,504 | -3.3% | 2.58% | -31.6% |
| Q2 2022 | $4,177,000 | -9.7% | 21,210 | +10.5% | 3.78% | +6.9% |
| Q1 2022 | $4,626,000 | -6.6% | 19,194 | -1.2% | 3.54% | -2.3% |
| Q4 2021 | $4,952,000 | – | 19,423 | – | 3.62% | – |
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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% |