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 | $1,147,402 | -11.9% | 5,510 | -6.9% | 0.06% | -10.6% |
| Q2 2023 | $1,302,467 | +3.7% | 5,916 | -0.7% | 0.07% | 0.0% |
| Q1 2023 | $1,256,029 | +1.0% | 5,955 | -2.4% | 0.07% | +4.8% |
| Q4 2022 | $1,243,037 | +26.8% | 6,099 | +17.0% | 0.06% | +31.2% |
| Q3 2022 | $980,000 | -5.0% | 5,214 | -0.5% | 0.05% | -4.0% |
| Q2 2022 | $1,032,000 | -24.6% | 5,242 | -9.1% | 0.05% | -33.3% |
| Q1 2022 | $1,369,000 | +36.8% | 5,766 | +46.9% | 0.08% | +38.9% |
| Q4 2021 | $1,001,000 | +27.7% | 3,924 | +18.3% | 0.05% | +17.4% |
| Q3 2021 | $784,000 | +3.4% | 3,317 | +3.7% | 0.05% | +7.0% |
| Q2 2021 | $758,000 | +67.3% | 3,198 | -12.7% | 0.04% | 0.0% |
| Q2 2016 | $453,000 | – | 3,665 | – | 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% |