VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 50 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $166,444 | -5.4% | 799 | 0.0% | 0.13% | -1.6% |
| Q2 2023 | $175,966 | +4.4% | 799 | 0.0% | 0.13% | +0.8% |
| Q1 2023 | $168,576 | +3.5% | 799 | 0.0% | 0.13% | -0.8% |
| Q4 2022 | $162,889 | -43.2% | 799 | -47.6% | 0.13% | -45.8% |
| Q3 2022 | $287,000 | -4.3% | 1,524 | 0.0% | 0.24% | +0.4% |
| Q2 2022 | $300,000 | -17.4% | 1,524 | 0.0% | 0.24% | -0.4% |
| Q1 2022 | $363,000 | -7.2% | 1,524 | -0.6% | 0.24% | -0.8% |
| Q4 2021 | $391,000 | +7.7% | 1,533 | 0.0% | 0.24% | -0.4% |
| Q3 2021 | $363,000 | -0.3% | 1,533 | 0.0% | 0.24% | +0.8% |
| Q2 2021 | $364,000 | +112.9% | 1,533 | +98.8% | 0.24% | +91.2% |
| Q1 2021 | $171,000 | +83.9% | 771 | +70.6% | 0.12% | +64.5% |
| Q4 2020 | $93,000 | -3.1% | 452 | -17.2% | 0.08% | -13.6% |
| Q3 2020 | $96,000 | -86.5% | 546 | -88.1% | 0.09% | -85.6% |
| Q4 2017 | $710,000 | – | 4,585 | – | 0.61% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fidato Wealth LLC | 101,763 | $19,145,000 | 26.17% |
| Divergent Planning, LLC | 106,533 | $20,026,000 | 14.74% |
| BCK Partners, Inc. | 107,851 | $20,274,000 | 14.66% |
| JMG Financial Group, Ltd. | 1,137,454 | $213,819,000 | 13.89% |
| TL Private Wealth | 117,203 | $22,325,000 | 13.86% |
| Northwest Quadrant Wealth Management, LLC | 210,955 | $39,655,000 | 13.01% |
| Axiom Financial Strategies, LLC | 123,884 | $23,288,000 | 12.38% |
| Stone Asset Management Inc. | 95,885 | $18,024,000 | 11.76% |
| Riverpoint Wealth Management Holdings, LLC | 146,459 | $27,531,000 | 11.71% |
| Ballast, Inc. | 122,698 | $23,064,000 | 11.27% |