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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $262,431 | +4.4% | 1,192 | 0.0% | 0.13% | +10.1% |
| Q1 2023 | $251,417 | +103363.8% | 1,192 | 0.0% | 0.12% | -13.1% |
| Q4 2022 | $243 | -99.9% | 1,192 | 0.0% | 0.14% | -2.8% |
| Q3 2022 | $224,000 | -4.7% | 1,192 | 0.0% | 0.14% | -11.3% |
| Q2 2022 | $235,000 | -17.3% | 1,192 | 0.0% | 0.16% | -39.8% |
| Q1 2022 | $284,000 | -6.6% | 1,192 | 0.0% | 0.26% | +33.3% |
| Q4 2021 | $304,000 | +7.8% | 1,192 | 0.0% | 0.20% | -5.3% |
| Q3 2021 | $282,000 | -0.4% | 1,192 | 0.0% | 0.21% | +12.4% |
| Q2 2021 | $283,000 | +7.2% | 1,192 | 0.0% | 0.19% | -9.7% |
| Q1 2021 | $264,000 | -15.9% | 1,192 | -21.6% | 0.21% | -21.4% |
| Q4 2020 | $314,000 | +17.2% | 1,520 | 0.0% | 0.26% | +0.8% |
| Q3 2020 | $268,000 | – | 1,520 | – | 0.26% | – |
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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% |