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 | $259,259 | -5.4% | 1,245 | 0.0% | 0.12% | -2.5% |
| Q2 2023 | $274,099 | +4.4% | 1,245 | 0.0% | 0.12% | -6.2% |
| Q1 2023 | $262,595 | +3.5% | 1,245 | 0.0% | 0.13% | -8.6% |
| Q4 2022 | $253,743 | +4.4% | 1,245 | -3.6% | 0.14% | -3.4% |
| Q3 2022 | $243,000 | -0.8% | 1,292 | +3.8% | 0.14% | +5.1% |
| Q2 2022 | $245,000 | -17.2% | 1,245 | 0.0% | 0.14% | -5.5% |
| Q1 2022 | $296,000 | -6.6% | 1,245 | 0.0% | 0.15% | -5.2% |
| Q4 2021 | $317,000 | +7.5% | 1,245 | 0.0% | 0.15% | -1.3% |
| Q3 2021 | $295,000 | -0.3% | 1,245 | 0.0% | 0.16% | +1.3% |
| Q2 2021 | $296,000 | +15.2% | 1,245 | 0.0% | 0.15% | -2.5% |
| Q4 2020 | $257,000 | +17.4% | 1,245 | 0.0% | 0.16% | +2.6% |
| Q3 2020 | $219,000 | +7.4% | 1,245 | 0.0% | 0.15% | -4.3% |
| Q2 2020 | $204,000 | -34.0% | 1,245 | -82.2% | 0.16% | -36.1% |
| Q4 2019 | $309,000 | +47.8% | 7,014 | +463.4% | 0.25% | +34.8% |
| Q3 2019 | $209,000 | – | 1,245 | – | 0.19% | – |
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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% |