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 | $3,384,956 | -4.1% | 16,255 | +1.4% | 0.02% | 0.0% |
| Q2 2023 | $3,528,946 | +5.8% | 16,029 | +1.3% | 0.02% | 0.0% |
| Q1 2023 | $3,336,794 | -13.1% | 15,820 | -16.0% | 0.02% | -20.0% |
| Q4 2022 | $3,837,985 | +18.3% | 18,831 | +9.2% | 0.03% | +15.4% |
| Q3 2022 | $3,243,000 | +8.6% | 17,251 | +13.8% | 0.03% | +18.2% |
| Q2 2022 | $2,986,000 | -7.3% | 15,161 | +12.0% | 0.02% | +10.0% |
| Q1 2022 | $3,221,000 | +25.2% | 13,542 | +34.1% | 0.02% | +17.6% |
| Q4 2021 | $2,573,000 | +42.9% | 10,099 | +32.8% | 0.02% | +30.8% |
| Q3 2021 | $1,800,000 | +18.0% | 7,602 | +18.2% | 0.01% | +18.2% |
| Q2 2021 | $1,526,000 | +23.0% | 6,429 | +14.7% | 0.01% | +10.0% |
| Q1 2021 | $1,241,000 | +72.8% | 5,606 | +61.5% | 0.01% | +42.9% |
| Q4 2020 | $718,000 | +63.2% | 3,472 | +39.1% | 0.01% | +40.0% |
| Q3 2020 | $440,000 | +15.8% | 2,496 | +7.5% | 0.01% | 0.0% |
| Q2 2020 | $380,000 | – | 2,321 | – | 0.01% | – |
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% |