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 | $78,506 | -5.4% | 377 | 0.0% | 0.00% | -25.0% |
| Q2 2023 | $83,000 | +4.4% | 377 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $79,517 | +3.5% | 377 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $76,836 | -53.4% | 377 | -57.0% | 0.00% | -50.0% |
| Q3 2022 | $165,000 | +123.0% | 877 | +132.6% | 0.01% | +166.7% |
| Q2 2022 | $74,000 | -17.8% | 377 | 0.0% | 0.00% | -25.0% |
| Q1 2022 | $90,000 | -53.1% | 377 | -50.0% | 0.00% | 0.0% |
| Q4 2021 | $192,000 | +79.4% | 754 | +66.4% | 0.00% | +33.3% |
| Q3 2021 | $107,000 | -36.7% | 453 | -36.7% | 0.00% | -40.0% |
| Q2 2021 | $169,000 | +103.6% | 716 | +89.9% | 0.01% | +66.7% |
| Q1 2021 | $83,000 | +102.4% | 377 | +88.5% | 0.00% | +200.0% |
| Q4 2020 | $41,000 | +17.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $35,000 | +9.4% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $32,000 | -97.6% | 200 | -98.0% | 0.00% | -98.4% |
| Q1 2020 | $1,311,000 | -4.4% | 9,963 | +23.2% | 0.06% | -15.1% |
| Q3 2019 | $1,371,000 | +4.9% | 8,089 | +3.4% | 0.07% | +1.4% |
| Q2 2019 | $1,307,000 | +14.0% | 7,823 | +11.5% | 0.07% | +12.5% |
| Q1 2019 | $1,146,000 | +98.3% | 7,018 | +67.9% | 0.06% | +73.0% |
| Q4 2018 | $578,000 | -15.7% | 4,180 | 0.0% | 0.04% | 0.0% |
| Q3 2018 | $686,000 | +2043.8% | 4,180 | +1990.0% | 0.04% | +1750.0% |
| Q2 2018 | $32,000 | – | 200 | – | 0.00% | – |
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% |