VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,600 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.37 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $509,147 | -10.6% | 2,445 | -5.5% | 0.09% | -9.4% |
| Q2 2023 | $569,334 | +20.6% | 2,586 | +15.5% | 0.10% | +10.3% |
| Q1 2023 | $472,250 | +103463.6% | 2,239 | 0.0% | 0.09% | -7.4% |
| Q4 2022 | $456 | -99.9% | 2,239 | -2.6% | 0.09% | -8.7% |
| Q3 2022 | $432,000 | +2060.0% | 2,298 | +2175.2% | 0.10% | +1960.0% |
| Q2 2022 | $20,000 | -16.7% | 101 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $24,000 | -7.7% | 101 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $26,000 | +188.9% | 101 | +180.6% | 0.01% | +150.0% |
| Q3 2021 | $9,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $9,000 | +12.5% | 36 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | -11.1% | 36 | -20.0% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | +12.5% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | – | 45 | – | 0.00% | – |
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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% |