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 | $347,344 | -5.4% | 1,668 | 0.0% | 0.15% | -2.5% |
| Q2 2023 | $367,227 | +4.4% | 1,668 | 0.0% | 0.16% | -3.1% |
| Q1 2023 | $351,815 | +4.1% | 1,668 | +0.6% | 0.16% | -3.6% |
| Q4 2022 | $337,917 | +8.3% | 1,658 | 0.0% | 0.17% | -1.2% |
| Q3 2022 | $312,000 | +0.6% | 1,658 | +5.3% | 0.17% | +6.2% |
| Q2 2022 | $310,000 | -17.3% | 1,575 | 0.0% | 0.16% | -3.6% |
| Q1 2022 | $375,000 | +29.3% | 1,575 | +38.2% | 0.17% | +32.5% |
| Q4 2021 | $290,000 | +17.9% | 1,140 | +9.6% | 0.13% | +7.7% |
| Q3 2021 | $246,000 | -0.4% | 1,040 | 0.0% | 0.12% | -1.7% |
| Q2 2021 | $247,000 | +7.4% | 1,040 | 0.0% | 0.12% | -1.7% |
| Q1 2021 | $230,000 | +7.0% | 1,040 | 0.0% | 0.12% | +0.8% |
| Q4 2020 | $215,000 | +26.5% | 1,040 | 0.0% | 0.12% | +2.6% |
| Q2 2020 | $170,000 | – | 1,040 | – | 0.12% | – |
Download | ||||||
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% |