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 | $2,502,303 | +46.5% | 12,016 | +54.9% | 0.24% | +80.3% |
| Q2 2023 | $1,707,709 | +5.1% | 7,757 | +0.7% | 0.13% | -4.3% |
| Q1 2023 | $1,625,123 | +116815.3% | 7,705 | +12.9% | 0.14% | +10.4% |
| Q4 2022 | $1,390 | -99.9% | 6,822 | -5.5% | 0.12% | -8.1% |
| Q3 2022 | $1,356,000 | +5.9% | 7,216 | +10.9% | 0.14% | +6.2% |
| Q2 2022 | $1,281,000 | +4.3% | 6,505 | +35.0% | 0.13% | +32.0% |
| Q1 2022 | $1,228,000 | 0.0% | 4,819 | 0.0% | 0.10% | 0.0% |
| Q4 2021 | $1,228,000 | +40.2% | 4,819 | +30.3% | 0.10% | +24.4% |
| Q3 2021 | $876,000 | +269.6% | 3,699 | +269.9% | 0.08% | +271.4% |
| Q2 2021 | $237,000 | +7.2% | 1,000 | 0.0% | 0.02% | -4.5% |
| Q1 2021 | $221,000 | +6.8% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $207,000 | +3.5% | 1,000 | -9.3% | 0.02% | -31.2% |
| Q4 2019 | $200,000 | -3.4% | 1,102 | -14.3% | 0.03% | -36.0% |
| Q1 2019 | $207,000 | 0.0% | 1,286 | +1.8% | 0.05% | -31.5% |
| Q3 2018 | $207,000 | – | 1,263 | – | 0.07% | – |
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% |