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 | $783,119 | +26.1% | 3,761 | +33.3% | 0.22% | +30.0% |
| Q2 2023 | $621,216 | +4.4% | 2,822 | 0.0% | 0.17% | -0.6% |
| Q1 2023 | $595,143 | +3.5% | 2,822 | 0.0% | 0.17% | -3.4% |
| Q4 2022 | $575,082 | +8.4% | 2,822 | 0.0% | 0.18% | -1.7% |
| Q3 2022 | $530,415 | -11.7% | 2,822 | -7.4% | 0.18% | -6.2% |
| Q2 2022 | $600,653 | -18.4% | 3,049 | -1.4% | 0.19% | -15.0% |
| Q1 2022 | $735,701 | -6.6% | 3,093 | +0.1% | 0.23% | -5.0% |
| Q4 2021 | $787,448 | +0.3% | 3,091 | -6.8% | 0.24% | -9.5% |
| Q3 2021 | $784,860 | -0.2% | 3,315 | +0.1% | 0.26% | -7.4% |
| Q2 2021 | $786,338 | +15.2% | 3,313 | +7.4% | 0.28% | +4.0% |
| Q1 2021 | $682,551 | – | 3,084 | – | 0.27% | – |
Download | ||||||
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% |