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 | $1,422,160 | -6.9% | 6,910 | +0.1% | 0.94% | -4.6% |
| Q2 2023 | $1,527,142 | +6.3% | 6,906 | +1.4% | 0.99% | -12.6% |
| Q1 2023 | $1,436,962 | +1.5% | 6,813 | +0.3% | 1.13% | +8.5% |
| Q4 2022 | $1,415,768 | +1.6% | 6,790 | -2.7% | 1.04% | -15.0% |
| Q3 2022 | $1,393,000 | +180.8% | 6,981 | +177.4% | 1.23% | +545.3% |
| Q2 2022 | $496,000 | -70.0% | 2,517 | -63.8% | 0.19% | -85.8% |
| Q1 2022 | $1,655,000 | -3.0% | 6,960 | +3.8% | 1.34% | -6.6% |
| Q4 2021 | $1,707,000 | – | 6,702 | – | 1.43% | – |
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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% |