VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,475 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,849,316 | -12.9% | 18,485 | -7.9% | 4.35% | -39.2% |
| Q2 2023 | $4,419,712 | +4.4% | 20,075 | 0.0% | 7.14% | +128.0% |
| Q1 2023 | $4,234,219 | +3.5% | 20,075 | 0.0% | 3.13% | -51.2% |
| Q4 2022 | $4,091,486 | +8.4% | 20,075 | 0.0% | 6.43% | -5.7% |
| Q3 2022 | $3,774,000 | -4.6% | 20,075 | 0.0% | 6.81% | +1246.0% |
| Q2 2022 | $3,954,000 | -17.2% | 20,075 | 0.0% | 0.51% | -4.3% |
| Q1 2022 | $4,775,000 | -6.6% | 20,075 | 0.0% | 0.53% | -6.0% |
| Q4 2021 | $5,115,000 | +7.6% | 20,075 | 0.0% | 0.56% | +2.4% |
| Q3 2021 | $4,753,000 | -0.3% | 20,075 | 0.0% | 0.55% | +3.2% |
| Q2 2021 | $4,765,000 | +172.0% | 20,075 | +153.6% | 0.53% | +162.6% |
| Q1 2021 | $1,752,000 | +7.0% | 7,915 | 0.0% | 0.20% | -7.3% |
| Q4 2020 | $1,637,000 | +17.3% | 7,915 | 0.0% | 0.22% | -7.6% |
| Q3 2020 | $1,395,000 | +7.6% | 7,915 | 0.0% | 0.24% | +0.4% |
| Q2 2020 | $1,297,000 | – | 7,915 | – | 0.24% | – |
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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% |