VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 50 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $7,569,022 | +11.6% | 32,535 | -0.1% | 1.99% | +0.9% |
| Q3 2023 | $6,784,352 | -6.7% | 32,579 | -1.3% | 1.97% | -1.6% |
| Q2 2023 | $7,270,312 | +10.4% | 33,023 | +5.8% | 2.00% | +7.4% |
| Q1 2023 | $6,583,283 | -10.1% | 31,212 | -13.2% | 1.87% | -12.2% |
| Q4 2022 | $7,326,582 | +3.6% | 35,948 | -4.5% | 2.13% | -1.8% |
| Q3 2022 | $7,073,000 | -1.3% | 37,624 | +3.5% | 2.16% | +3.2% |
| Q2 2022 | $7,163,000 | -11.8% | 36,366 | +6.5% | 2.10% | -2.6% |
| Q1 2022 | $8,121,000 | +2.1% | 34,145 | +9.4% | 2.15% | +8.1% |
| Q4 2021 | $7,951,000 | +9.6% | 31,210 | +1.9% | 1.99% | +3.3% |
| Q3 2021 | $7,253,000 | -0.3% | 30,636 | -0.0% | 1.93% | -1.1% |
| Q2 2021 | $7,272,000 | +6.2% | 30,637 | -1.0% | 1.95% | -1.0% |
| Q1 2021 | $6,849,000 | +4.7% | 30,942 | -2.2% | 1.97% | -3.6% |
| Q4 2020 | $6,544,000 | +20.0% | 31,651 | +2.3% | 2.04% | +2.0% |
| Q3 2020 | $5,455,000 | +6.9% | 30,947 | -0.6% | 2.00% | +0.6% |
| Q2 2020 | $5,105,000 | +7.6% | 31,142 | -13.6% | 1.99% | -19.6% |
| Q1 2020 | $4,744,000 | +21.5% | 36,038 | +64.4% | 2.48% | +26.5% |
| Q4 2019 | $3,905,000 | +1.0% | 21,918 | -3.6% | 1.96% | -4.4% |
| Q3 2019 | $3,865,000 | -7.9% | 22,728 | -8.1% | 2.05% | -12.3% |
| Q2 2019 | $4,198,000 | -1.5% | 24,736 | -3.9% | 2.34% | -5.3% |
| Q1 2019 | $4,262,000 | +11.7% | 25,753 | -6.7% | 2.46% | -6.5% |
| Q4 2018 | $3,816,000 | – | 27,615 | – | 2.64% | – |
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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% |