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 | $1,189 | -5.4% | 5,711 | 0.0% | 0.20% | -3.4% |
| Q2 2023 | $1,257 | -0.3% | 5,711 | -4.5% | 0.21% | -4.6% |
| Q1 2023 | $1,261 | +4.1% | 5,979 | +0.6% | 0.22% | -3.1% |
| Q4 2022 | $1,211 | -99.9% | 5,944 | -1.9% | 0.22% | -2.2% |
| Q3 2022 | $1,139,000 | -4.3% | 6,059 | +0.2% | 0.23% | 0.0% |
| Q2 2022 | $1,190,000 | -16.7% | 6,044 | +0.7% | 0.23% | -6.9% |
| Q1 2022 | $1,428,000 | -8.0% | 6,004 | -1.5% | 0.24% | -5.4% |
| Q4 2021 | $1,552,000 | +5.9% | 6,093 | -1.5% | 0.26% | -4.4% |
| Q3 2021 | $1,465,000 | -0.3% | 6,188 | 0.0% | 0.27% | -4.9% |
| Q2 2021 | $1,469,000 | +7.2% | 6,188 | 0.0% | 0.28% | -2.1% |
| Q1 2021 | $1,370,000 | +7.1% | 6,188 | 0.0% | 0.29% | -6.7% |
| Q4 2020 | $1,279,000 | +17.2% | 6,188 | 0.0% | 0.31% | -1.6% |
| Q3 2020 | $1,091,000 | +7.9% | 6,188 | +0.3% | 0.32% | -3.1% |
| Q2 2020 | $1,011,000 | -49.7% | 6,168 | -60.9% | 0.33% | -68.9% |
| Q2 2015 | $2,011,000 | -4.0% | 15,785 | 0.0% | 1.05% | -3.0% |
| Q1 2015 | $2,095,000 | +7.4% | 15,785 | 0.0% | 1.08% | +7.9% |
| Q4 2014 | $1,950,000 | +5.3% | 15,785 | 0.0% | 1.00% | +4.5% |
| Q3 2014 | $1,852,000 | -1.1% | 15,785 | 0.0% | 0.96% | +1.9% |
| Q2 2014 | $1,873,000 | – | 15,785 | – | 0.94% | – |
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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% |