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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $70,674,000 | +9.0% | 297,760 | +1.6% | 7.18% | +0.6% |
| Q1 2021 | $64,866,000 | +7.1% | 293,061 | +0.1% | 7.14% | +1.0% |
| Q4 2020 | $60,553,000 | +17.5% | 292,848 | +0.2% | 7.07% | +1.9% |
| Q3 2020 | $51,529,000 | +7.4% | 292,348 | -0.1% | 6.94% | -12.7% |
| Q2 2020 | $47,986,000 | +38.2% | 292,758 | +11.0% | 7.94% | +13.3% |
| Q1 2020 | $34,713,000 | -27.0% | 263,676 | -1.2% | 7.01% | -9.9% |
| Q4 2019 | $47,541,000 | +10.0% | 266,818 | +3.4% | 7.78% | +1.1% |
| Q3 2019 | $43,233,000 | -0.0% | 257,952 | -0.3% | 7.70% | -1.1% |
| Q2 2019 | $43,253,000 | +4.9% | 258,756 | +1.2% | 7.78% | +1.2% |
| Q1 2019 | $41,245,000 | +21.2% | 255,707 | +3.8% | 7.69% | +8.5% |
| Q4 2018 | $34,031,000 | – | 246,282 | – | 7.09% | – |
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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% |