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 | $18,031,918 | +146.3% | 86,592 | +160.4% | 8.57% | +138.2% |
| Q2 2023 | $7,322,301 | +10.7% | 33,259 | +6.0% | 3.60% | +4.0% |
| Q1 2023 | $6,615,928 | +19.6% | 31,367 | +15.6% | 3.46% | +8.4% |
| Q4 2022 | $5,530,792 | +38.3% | 27,137 | +27.5% | 3.19% | +19.6% |
| Q3 2022 | $4,000,000 | +35.6% | 21,277 | +42.1% | 2.67% | +24.9% |
| Q2 2022 | $2,950,000 | -15.3% | 14,976 | +5.4% | 2.14% | +87.4% |
| Q1 2022 | $3,483,000 | +121.4% | 14,203 | +130.0% | 1.14% | +18.2% |
| Q4 2021 | $1,573,000 | +55.6% | 6,174 | +44.6% | 0.96% | +63.3% |
| Q3 2021 | $1,011,000 | +30.5% | 4,269 | +30.8% | 0.59% | +9.2% |
| Q2 2021 | $775,000 | – | 3,264 | – | 0.54% | – |
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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% |