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 | $376,915 | -5.0% | 1,810 | +0.4% | 0.02% | +5.6% |
| Q2 2023 | $396,729 | +16.3% | 1,802 | +11.4% | 0.02% | +5.9% |
| Q1 2023 | $341,269 | +0.6% | 1,618 | -2.8% | 0.02% | 0.0% |
| Q4 2022 | $339,344 | +60.8% | 1,665 | +55.2% | 0.02% | +54.5% |
| Q2 2022 | $211,000 | -12.4% | 1,073 | +5.7% | 0.01% | +10.0% |
| Q1 2022 | $241,000 | -6.9% | 1,015 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $259,000 | +7.9% | 1,015 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $240,000 | -0.4% | 1,015 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $241,000 | +7.1% | 1,015 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $225,000 | +6.6% | 1,015 | -0.5% | 0.01% | 0.0% |
| Q4 2020 | $211,000 | – | 1,020 | – | 0.01% | – |
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% |