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 | $3,726,663 | +22.5% | 17,896 | +29.5% | 2.23% | +15.3% |
| Q2 2023 | $3,042,611 | +44.3% | 13,820 | +38.2% | 1.93% | +32.2% |
| Q1 2023 | $2,109,200 | +32.5% | 10,000 | +28.1% | 1.46% | +26.7% |
| Q4 2022 | $1,591,348 | +88.3% | 7,808 | +73.7% | 1.15% | +30.4% |
| Q3 2022 | $845,000 | +42.5% | 4,494 | +49.3% | 0.88% | +16.8% |
| Q2 2022 | $593,000 | +66.6% | 3,010 | +101.1% | 0.76% | +103.5% |
| Q1 2022 | $356,000 | +20.3% | 1,497 | +28.7% | 0.37% | +17.7% |
| Q4 2021 | $296,000 | – | 1,163 | – | 0.32% | – |
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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% |