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 | $124 | -42.1% | 600 | -38.5% | 0.00% | – |
| Q2 2023 | $214 | -53.1% | 975 | -54.9% | 0.00% | – |
| Q1 2023 | $456 | -3.6% | 2,162 | -6.9% | 0.00% | -100.0% |
| Q4 2022 | $473 | -99.5% | 2,321 | +338.8% | 0.00% | – |
| Q3 2022 | $99,000 | -33.6% | 529 | -30.5% | 0.00% | – |
| Q2 2022 | $149,000 | -10.2% | 761 | +16.4% | 0.00% | – |
| Q4 2021 | $166,000 | +121.3% | 654 | +90.7% | 0.00% | – |
| Q1 2021 | $75,000 | -17.6% | 343 | -33.1% | 0.00% | – |
| Q4 2019 | $91,000 | +506.7% | 513 | +402.9% | 0.00% | -100.0% |
| Q4 2017 | $15,000 | -83.0% | 102 | -83.0% | 0.00% | -75.0% |
| Q3 2017 | $88,000 | +72.5% | 600 | +50.0% | 0.00% | +33.3% |
| Q3 2016 | $51,000 | -79.9% | 400 | -80.9% | 0.00% | -85.0% |
| Q1 2016 | $254,000 | -3.1% | 2,098 | -4.2% | 0.02% | -4.8% |
| Q4 2015 | $262,000 | – | 2,189 | +218800.0% | 0.02% | – |
| Q3 2015 | $0 | – | 1 | – | 0.00% | – |
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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% |