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 | $860,055 | -1.9% | 4,130 | +3.7% | 0.04% | +9.4% |
| Q2 2023 | $876,927 | +3.3% | 3,983 | -1.0% | 0.03% | +3.2% |
| Q1 2023 | $848,979 | -10.3% | 4,025 | -13.3% | 0.03% | -16.2% |
| Q4 2022 | $946,274 | +8.4% | 4,643 | -0.0% | 0.04% | -5.1% |
| Q3 2022 | $873,000 | -6.4% | 4,644 | -1.9% | 0.04% | 0.0% |
| Q2 2022 | $933,000 | -15.6% | 4,736 | +1.9% | 0.04% | 0.0% |
| Q1 2022 | $1,105,000 | +0.7% | 4,647 | +7.9% | 0.04% | +5.4% |
| Q4 2021 | $1,097,000 | +27.6% | 4,305 | +18.5% | 0.04% | +15.6% |
| Q3 2021 | $860,000 | +124.0% | 3,633 | +124.8% | 0.03% | +88.2% |
| Q2 2021 | $384,000 | +624.5% | 1,616 | +398.8% | 0.02% | +325.0% |
| Q2 2020 | $53,000 | -59.2% | 324 | -55.7% | 0.00% | -55.6% |
| Q4 2019 | $130,000 | +6.6% | 731 | +0.3% | 0.01% | 0.0% |
| Q3 2019 | $122,000 | +71.8% | 729 | +66.8% | 0.01% | +80.0% |
| Q1 2019 | $71,000 | – | 437 | – | 0.01% | – |
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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% |