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 2022 | $2,275,000 | +30.0% | 12,105 | +36.3% | 0.24% | +27.0% |
| Q2 2022 | $1,750,000 | -17.2% | 8,883 | 0.0% | 0.18% | +180.3% |
| Q1 2022 | $2,113,000 | -6.6% | 8,883 | 0.0% | 0.07% | -2.9% |
| Q4 2021 | $2,263,000 | +7.6% | 8,883 | 0.0% | 0.07% | +119.4% |
| Q3 2021 | $2,103,000 | -0.2% | 8,883 | 0.0% | 0.03% | -27.9% |
| Q2 2021 | $2,108,000 | +7.2% | 8,883 | 0.0% | 0.04% | -8.5% |
| Q1 2021 | $1,966,000 | +7.0% | 8,883 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $1,837,000 | +17.3% | 8,883 | 0.0% | 0.05% | -2.1% |
| Q3 2020 | $1,566,000 | -23.7% | 8,883 | -29.0% | 0.05% | -25.0% |
| Q2 2020 | $2,052,000 | -37.7% | 12,520 | -50.0% | 0.06% | +10.3% |
| Q1 2020 | $3,296,000 | +10.8% | 25,040 | +50.0% | 0.06% | -26.6% |
| Q4 2019 | $2,974,000 | +6.3% | 16,690 | 0.0% | 0.08% | 0.0% |
| Q3 2019 | $2,797,000 | +27.5% | 16,690 | +27.2% | 0.08% | +27.4% |
| Q2 2019 | $2,194,000 | +34.8% | 13,125 | +29.6% | 0.06% | +37.8% |
| Q1 2019 | $1,628,000 | +16.4% | 10,125 | 0.0% | 0.04% | +12.5% |
| Q4 2018 | $1,399,000 | – | 10,125 | – | 0.04% | – |
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% |