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 | $1,898,316 | +156.8% | 9,116 | +171.6% | 0.43% | +168.8% |
| Q2 2023 | $739,077 | +140.2% | 3,357 | +130.1% | 0.16% | +128.6% |
| Q1 2023 | $307,732 | +1.5% | 1,459 | -1.9% | 0.07% | +2.9% |
| Q4 2022 | $303,269 | +6.8% | 1,488 | -1.6% | 0.07% | -5.6% |
| Q3 2022 | $284,000 | -4.7% | 1,512 | 0.0% | 0.07% | -2.7% |
| Q2 2022 | $298,000 | -17.2% | 1,512 | 0.0% | 0.07% | -5.1% |
| Q1 2022 | $360,000 | -58.8% | 1,512 | -55.9% | 0.08% | -57.4% |
| Q4 2021 | $873,000 | +7.6% | 3,425 | 0.0% | 0.18% | -3.7% |
| Q3 2021 | $811,000 | -0.2% | 3,425 | 0.0% | 0.19% | -1.0% |
| Q2 2021 | $813,000 | +5.9% | 3,425 | -1.3% | 0.19% | +3.2% |
| Q1 2021 | $768,000 | +93.9% | 3,471 | +81.4% | 0.19% | +70.6% |
| Q4 2020 | $396,000 | +17.5% | 1,913 | 0.0% | 0.11% | -2.7% |
| Q3 2020 | $337,000 | – | 1,913 | – | 0.11% | – |
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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% |