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 | $1,124,413 | -10.7% | 5,400 | -5.6% | 0.04% | -4.4% |
| Q2 2023 | $1,259,254 | -4.8% | 5,720 | -8.8% | 0.04% | -16.7% |
| Q1 2023 | $1,322,788 | +1.5% | 6,272 | -1.9% | 0.05% | -1.8% |
| Q4 2022 | $1,303,569 | +471.7% | 6,396 | +563.5% | 0.06% | +450.0% |
| Q3 2021 | $228,000 | -0.4% | 964 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $229,000 | +0.9% | 964 | -5.9% | 0.01% | -9.1% |
| Q1 2021 | $227,000 | -13.4% | 1,024 | -50.1% | 0.01% | -70.3% |
| Q2 2015 | $262,000 | – | 2,053 | – | 0.04% | – |
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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% |