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 | $748,398 | -29.0% | 3,594 | -25.0% | 0.19% | -25.5% |
| Q2 2023 | $1,054,519 | +3.7% | 4,790 | -0.7% | 0.26% | +4.0% |
| Q1 2023 | $1,017,365 | +3.4% | 4,823 | -0.1% | 0.25% | -3.5% |
| Q4 2022 | $983,960 | +2.7% | 4,828 | -5.3% | 0.26% | +0.8% |
| Q3 2022 | $958,000 | -27.9% | 5,096 | -24.5% | 0.26% | -30.6% |
| Q2 2022 | $1,329,000 | -16.9% | 6,746 | +0.3% | 0.37% | -11.9% |
| Q1 2022 | $1,600,000 | -6.4% | 6,727 | +0.3% | 0.42% | +7.4% |
| Q4 2021 | $1,709,000 | +6.3% | 6,709 | -1.2% | 0.39% | -9.5% |
| Q3 2021 | $1,607,000 | -0.3% | 6,789 | -0.0% | 0.43% | -4.6% |
| Q2 2021 | $1,612,000 | -20.1% | 6,791 | -25.5% | 0.45% | -27.8% |
| Q1 2021 | $2,018,000 | -10.1% | 9,117 | -16.0% | 0.63% | -22.6% |
| Q4 2020 | $2,245,000 | +5.7% | 10,858 | -9.8% | 0.81% | -3.0% |
| Q3 2020 | $2,123,000 | -7.5% | 12,043 | -14.0% | 0.83% | -26.1% |
| Q2 2020 | $2,294,000 | -13.4% | 13,996 | -30.5% | 1.13% | -36.7% |
| Q1 2020 | $2,650,000 | -27.1% | 20,130 | -1.3% | 1.78% | -12.0% |
| Q4 2019 | $3,634,000 | +5.5% | 20,395 | -0.8% | 2.02% | -0.4% |
| Q3 2019 | $3,446,000 | -16.4% | 20,562 | -19.8% | 2.03% | -34.8% |
| Q1 2019 | $4,123,000 | – | 25,651 | – | 3.12% | – |
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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% |