VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $959,153 | -2.8% | 4,606 | +2.8% | 0.08% | +2.6% |
| Q2 2023 | $986,317 | +9.8% | 4,480 | +5.2% | 0.08% | -21.2% |
| Q1 2023 | $898,519 | +14.1% | 4,260 | +10.2% | 0.10% | +8.8% |
| Q4 2022 | $787,726 | +8.7% | 3,865 | +0.2% | 0.09% | +1.1% |
| Q3 2022 | $725,000 | +0.3% | 3,858 | +5.1% | 0.09% | +5.9% |
| Q2 2022 | $723,000 | -16.7% | 3,670 | +0.5% | 0.08% | -2.3% |
| Q1 2022 | $868,000 | -2.4% | 3,650 | +4.6% | 0.09% | +4.8% |
| Q4 2021 | $889,000 | +17.4% | 3,489 | +9.1% | 0.08% | +15.3% |
| Q3 2021 | $757,000 | +2.0% | 3,199 | +2.3% | 0.07% | +1.4% |
| Q2 2021 | $742,000 | +19.5% | 3,128 | +11.5% | 0.07% | +12.7% |
| Q1 2021 | $621,000 | +15.4% | 2,806 | +7.8% | 0.06% | +8.6% |
| Q4 2020 | $538,000 | +28.7% | 2,602 | +17.8% | 0.06% | +16.0% |
| Q3 2020 | $418,000 | – | 2,209 | – | 0.05% | – |
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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% |