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 | $730,843 | +47.8% | 3,510 | +56.2% | 0.05% | +58.8% |
| Q2 2023 | $494,615 | +129.1% | 2,247 | +119.4% | 0.03% | +112.5% |
| Q1 2023 | $215,902 | -70.5% | 1,024 | -76.7% | 0.02% | -87.3% |
| Q2 2019 | $733,000 | +70.5% | 4,386 | +41.0% | 0.13% | +26.0% |
| Q4 2018 | $430,000 | -10.2% | 3,110 | +6.5% | 0.10% | -5.7% |
| Q3 2018 | $479,000 | -3.0% | 2,919 | -6.9% | 0.11% | -7.8% |
| Q2 2018 | $494,000 | +6.9% | 3,135 | +4.6% | 0.12% | +0.9% |
| Q1 2018 | $462,000 | +99.1% | 2,998 | +99.7% | 0.11% | +86.9% |
| Q4 2017 | $232,000 | +5.0% | 1,501 | 0.0% | 0.06% | -4.7% |
| Q3 2017 | $221,000 | +3.3% | 1,501 | 0.0% | 0.06% | -5.9% |
| Q2 2017 | $214,000 | +2.4% | 1,501 | 0.0% | 0.07% | -4.2% |
| Q1 2017 | $209,000 | – | 1,501 | – | 0.07% | – |
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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% |