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 | $1,124,598 | -1.0% | 5,400 | +4.6% | 0.78% | -2.2% |
| Q2 2023 | $1,136,305 | +10.3% | 5,161 | +5.6% | 0.80% | +8.1% |
| Q1 2023 | $1,030,547 | +5.6% | 4,886 | +2.0% | 0.74% | +4.6% |
| Q4 2022 | $976,176 | +11.2% | 4,790 | +2.6% | 0.71% | +2.3% |
| Q3 2022 | $878,000 | -1.5% | 4,669 | +3.2% | 0.69% | +7.8% |
| Q2 2022 | $891,000 | -24.7% | 4,524 | -9.0% | 0.64% | -17.6% |
| Q1 2022 | $1,183,000 | -5.8% | 4,973 | +0.9% | 0.78% | +3.6% |
| Q4 2021 | $1,256,000 | +22.4% | 4,930 | +13.7% | 0.76% | +19.8% |
| Q3 2021 | $1,026,000 | -2.2% | 4,335 | -2.0% | 0.63% | -1.3% |
| Q2 2021 | $1,049,000 | +32.8% | 4,422 | +23.9% | 0.64% | +24.6% |
| Q1 2021 | $790,000 | +36.9% | 3,569 | +27.8% | 0.51% | +26.4% |
| Q4 2020 | $577,000 | +43.9% | 2,792 | +22.6% | 0.40% | +42.1% |
| Q3 2020 | $401,000 | +54.2% | 2,278 | +43.5% | 0.28% | +45.4% |
| Q2 2020 | $260,000 | +25.0% | 1,588 | +0.4% | 0.20% | +10.7% |
| Q1 2020 | $208,000 | -25.7% | 1,582 | +0.6% | 0.18% | -2.2% |
| Q4 2019 | $280,000 | – | 1,573 | – | 0.18% | – |
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% |