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 | $6,859,228 | +5.2% | 32,939 | +11.2% | 5.60% | +8.7% |
| Q2 2023 | $6,521,800 | +18.5% | 29,623 | +13.6% | 5.15% | +11.2% |
| Q1 2023 | $5,502,059 | +2.0% | 26,086 | -1.5% | 4.63% | -4.7% |
| Q4 2022 | $5,395,055 | +5.1% | 26,471 | -3.1% | 4.86% | -1.0% |
| Q3 2022 | $5,133,000 | -5.2% | 27,308 | -0.6% | 4.91% | -8.1% |
| Q2 2022 | $5,412,000 | -16.4% | 27,478 | +0.9% | 5.34% | +5.5% |
| Q1 2022 | $6,477,000 | +2.5% | 27,233 | +9.8% | 5.07% | -2.1% |
| Q4 2021 | $6,319,000 | – | 24,801 | – | 5.18% | – |
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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% |