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 | $110,754,734 | -3.5% | 531,861 | +2.0% | 0.16% | +15.4% |
| Q2 2023 | $114,794,946 | +2.0% | 521,416 | -2.3% | 0.14% | -17.1% |
| Q1 2023 | $112,524,132 | +2.1% | 533,492 | -1.3% | 0.16% | -10.4% |
| Q4 2022 | $110,198,028 | +7.1% | 540,690 | -1.3% | 0.18% | -4.7% |
| Q3 2022 | $102,934,000 | -8.7% | 547,580 | -4.4% | 0.19% | -3.0% |
| Q2 2022 | $112,785,000 | +14.4% | 572,601 | +36.2% | 0.20% | +41.4% |
| Q1 2022 | $98,620,000 | +469519.0% | 420,426 | +336240.8% | 0.14% | – |
| Q3 2019 | $21,000 | -12.5% | 125 | -16.7% | 0.00% | – |
| Q2 2018 | $24,000 | +4.3% | 150 | 0.0% | 0.00% | – |
| Q1 2018 | $23,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q4 2017 | $23,000 | – | 150 | – | 0.00% | – |
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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% |