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 | $992,731 | +78501.0% | 4,767 | -16.9% | 0.22% | +6.4% |
| Q2 2023 | $1,263 | +35.8% | 5,736 | +30.0% | 0.20% | +32.7% |
| Q1 2023 | $930 | +8.4% | 4,412 | +4.8% | 0.15% | -5.0% |
| Q4 2022 | $858 | -99.9% | 4,209 | -11.7% | 0.16% | -25.5% |
| Q3 2022 | $992,731 | +27.9% | 4,767 | +27.2% | 0.22% | +24.1% |
| Q2 2022 | $776,000 | -62.4% | 3,747 | -57.3% | 0.17% | -58.5% |
| Q1 2022 | $2,063,000 | – | 8,785 | – | 0.42% | – |
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% |