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 | $502,507 | +15.5% | 2,413 | +22.2% | 0.05% | +23.3% |
| Q2 2023 | $434,893 | +6.7% | 1,975 | +2.2% | 0.04% | 0.0% |
| Q1 2023 | $407,505 | +31.2% | 1,932 | +26.8% | 0.04% | +22.9% |
| Q4 2022 | $310,606 | +41.8% | 1,524 | +36.9% | 0.04% | +29.6% |
| Q2 2022 | $219,000 | -36.9% | 1,113 | -23.7% | 0.03% | -28.9% |
| Q1 2022 | $347,000 | -18.0% | 1,459 | -12.1% | 0.04% | -7.3% |
| Q4 2021 | $423,000 | +13.7% | 1,660 | +5.5% | 0.04% | -2.4% |
| Q3 2021 | $372,000 | +2.2% | 1,573 | +2.6% | 0.04% | 0.0% |
| Q2 2021 | $364,000 | +20.1% | 1,533 | +11.9% | 0.04% | 0.0% |
| Q1 2021 | $303,000 | +12.2% | 1,370 | +5.0% | 0.04% | +7.7% |
| Q4 2020 | $270,000 | – | 1,305 | – | 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% |