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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $20,695 | +4.4% | 94 | 0.0% | 0.04% | +10.0% |
| Q1 2023 | $19,826 | +3.5% | 94 | 0.0% | 0.04% | -7.0% |
| Q4 2022 | $19,158 | -94.5% | 94 | -94.7% | 0.04% | -90.9% |
| Q2 2022 | $350,000 | +2.6% | 1,760 | +21.8% | 0.47% | +101.7% |
| Q1 2022 | $341,000 | -75.6% | 1,445 | -73.5% | 0.23% | -38.5% |
| Q4 2021 | $1,398,000 | +7.0% | 5,443 | +7.0% | 0.38% | +2.4% |
| Q3 2021 | $1,307,000 | +316.2% | 5,087 | +289.8% | 0.37% | +191.3% |
| Q2 2021 | $314,000 | -19.5% | 1,305 | -23.3% | 0.13% | +5.0% |
| Q1 2021 | $390,000 | +20.7% | 1,702 | +8.7% | 0.12% | -12.3% |
| Q4 2020 | $323,000 | +13.7% | 1,566 | +0.1% | 0.14% | +8.7% |
| Q3 2020 | $284,000 | +13.6% | 1,565 | +4.3% | 0.13% | +11.4% |
| Q2 2019 | $250,000 | +309.8% | 1,500 | -97.5% | 0.11% | +147.8% |
| Q4 2015 | $61,000 | – | 61,016 | – | 0.05% | – |
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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% |