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 | $31,700,167 | -4.6% | 152,229 | +0.8% | 9.20% | +5.3% |
| Q2 2023 | $33,238,068 | +4.0% | 150,972 | -0.4% | 8.74% | +1.6% |
| Q1 2023 | $31,955,117 | +9.8% | 151,504 | +6.1% | 8.60% | +2.3% |
| Q4 2022 | $29,095,881 | +49.2% | 142,760 | +37.6% | 8.41% | +45.2% |
| Q3 2022 | $19,498,000 | -31.6% | 103,723 | -28.3% | 5.79% | -35.3% |
| Q2 2022 | $28,499,000 | +11164.4% | 144,689 | +10082.2% | 8.96% | +11383.3% |
| Q4 2019 | $253,000 | -0.8% | 1,421 | -6.6% | 0.08% | -10.3% |
| Q3 2019 | $255,000 | +0.4% | 1,521 | 0.0% | 0.09% | -6.5% |
| Q2 2019 | $254,000 | -37.6% | 1,521 | -39.9% | 0.09% | -39.6% |
| Q1 2019 | $407,000 | – | 2,531 | – | 0.15% | – |
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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% |