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 | $768,406 | -17.3% | 3,690 | -12.5% | 0.15% | -19.4% |
| Q2 2023 | $928,635 | +22.8% | 4,218 | +17.7% | 0.19% | +12.7% |
| Q1 2023 | $755,938 | -23.3% | 3,584 | -25.9% | 0.16% | -34.0% |
| Q4 2022 | $985,829 | +46.5% | 4,837 | +35.0% | 0.25% | -38.7% |
| Q3 2022 | $673,000 | -4.5% | 3,584 | 0.0% | 0.41% | +3.8% |
| Q2 2022 | $705,000 | -19.5% | 3,584 | -2.7% | 0.39% | -31.4% |
| Q1 2022 | $876,000 | -2.3% | 3,684 | +4.6% | 0.57% | -18.4% |
| Q4 2021 | $897,000 | – | 3,523 | – | 0.70% | – |
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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% |