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 | $746,749 | -5.4% | 3,586 | 0.0% | 0.12% | -7.4% |
| Q2 2023 | $789,494 | +4.4% | 3,586 | 0.0% | 0.14% | -9.4% |
| Q1 2023 | $756,360 | +3.5% | 3,586 | 0.0% | 0.15% | -12.9% |
| Q4 2022 | $730,863 | +42.9% | 3,586 | +31.8% | 0.17% | +4.9% |
| Q3 2022 | $511,494 | -4.6% | 2,721 | 0.0% | 0.16% | -35.1% |
| Q2 2022 | $535,956 | -17.2% | 2,721 | 0.0% | 0.25% | -19.0% |
| Q1 2022 | $647,163 | +163.8% | 2,721 | +182.6% | 0.31% | +184.4% |
| Q4 2021 | $245,344 | – | 963 | – | 0.11% | – |
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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% |