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 | $522,434 | -5.4% | 2,509 | 0.0% | 0.05% | -21.7% |
| Q2 2023 | $552,338 | +9.8% | 2,509 | +1.7% | 0.07% | -1.4% |
| Q4 2022 | $502,963 | +15.9% | 2,468 | +7.0% | 0.07% | +1.4% |
| Q3 2022 | $434,000 | +6.6% | 2,307 | +11.7% | 0.07% | +15.0% |
| Q2 2022 | $407,000 | +13466.7% | 2,066 | +14657.1% | 0.06% | +5900.0% |
| Q1 2021 | $3,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | +50.0% | 14 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | 0.0% | 14 | 0.0% | 0.00% | -100.0% |
| Q1 2020 | $2,000 | -97.4% | 14 | -96.7% | 0.00% | -94.1% |
| Q4 2019 | $76,000 | +7500.0% | 429 | +7050.0% | 0.02% | – |
| Q3 2019 | $1,000 | -50.0% | 6 | -45.5% | 0.00% | -100.0% |
| Q2 2019 | $2,000 | – | 11 | – | 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% |