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 | $1,683,566 | -95.0% | 8,085 | -95.1% | 0.39% | -95.3% |
| Q2 2023 | $33,371,232 | 0.0% | 163,737 | 0.0% | 8.34% | +0.0% |
| Q1 2023 | $33,371,232 | +0.0% | 163,737 | 0.0% | 8.34% | -0.0% |
| Q4 2022 | $33,371,231 | +9.5% | 163,737 | +1.0% | 8.34% | +3.3% |
| Q3 2022 | $30,470,000 | -1.8% | 162,092 | +2.9% | 8.08% | -4.7% |
| Q2 2022 | $31,017,000 | -13.6% | 157,469 | +4.3% | 8.48% | +8.7% |
| Q1 2022 | $35,914,000 | -1.2% | 151,001 | +5.8% | 7.80% | -2.8% |
| Q4 2021 | $36,352,000 | +21.4% | 142,685 | +12.9% | 8.03% | +13.1% |
| Q3 2021 | $29,935,000 | -4.9% | 126,436 | -4.7% | 7.10% | -4.0% |
| Q2 2021 | $31,485,000 | +3.8% | 132,651 | -3.2% | 7.39% | -4.4% |
| Q1 2021 | $30,321,000 | -1.4% | 136,988 | -7.9% | 7.74% | -0.4% |
| Q4 2020 | $30,738,000 | +11.3% | 148,658 | -5.2% | 7.76% | -2.7% |
| Q3 2020 | $27,628,000 | +0.2% | 156,746 | -6.8% | 7.98% | -15.4% |
| Q2 2020 | $27,560,000 | – | 168,142 | – | 9.43% | – |
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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% |