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 | $1,003,509 | +2.4% | 4,819 | +8.3% | 0.13% | +5.8% |
| Q2 2023 | $979,932 | +4.4% | 4,451 | 0.0% | 0.12% | +2.5% |
| Q1 2023 | $938,805 | +103406.6% | 4,451 | 0.0% | 0.12% | -3.3% |
| Q4 2022 | $907 | -99.9% | 4,451 | 0.0% | 0.12% | +1.7% |
| Q3 2022 | $837,000 | -4.6% | 4,451 | 0.0% | 0.12% | +1.7% |
| Q2 2022 | $877,000 | -17.2% | 4,451 | 0.0% | 0.12% | +0.9% |
| Q1 2022 | $1,059,000 | -6.6% | 4,451 | 0.0% | 0.12% | -2.5% |
| Q4 2021 | $1,134,000 | +61.3% | 4,451 | +49.9% | 0.12% | +50.0% |
| Q3 2021 | $703,000 | -0.3% | 2,969 | 0.0% | 0.08% | -2.4% |
| Q2 2021 | $705,000 | +229.4% | 2,969 | +206.4% | 0.08% | +192.9% |
| Q1 2021 | $214,000 | -7.8% | 969 | -29.9% | 0.03% | -30.0% |
| Q3 2019 | $232,000 | -1.7% | 1,382 | -2.2% | 0.04% | -2.4% |
| Q2 2019 | $236,000 | +4.0% | 1,413 | 0.0% | 0.04% | +2.5% |
| Q1 2019 | $227,000 | – | 1,413 | – | 0.04% | – |
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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% |