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 | $8,732,088 | +33.1% | 41,933 | +40.7% | 2.40% | -56.1% |
| Q2 2023 | $6,562,335 | -30.8% | 29,807 | -33.7% | 5.45% | +110.6% |
| Q1 2023 | $9,487,860 | -2.0% | 44,983 | -5.3% | 2.59% | -44.0% |
| Q4 2022 | $9,683,702 | +10.7% | 47,514 | +2.1% | 4.63% | -0.3% |
| Q3 2022 | $8,751,000 | -3.9% | 46,554 | +0.7% | 4.64% | +1.4% |
| Q2 2022 | $9,105,000 | -15.5% | 46,223 | +2.0% | 4.58% | -1.2% |
| Q1 2022 | $10,778,000 | -35.7% | 45,316 | -32.0% | 4.63% | -33.1% |
| Q4 2021 | $16,767,000 | +5.8% | 66,594 | -97.3% | 6.92% | +11.7% |
| Q3 2021 | $15,847,000 | +16.2% | 2,443,377 | +4152.5% | 6.20% | -15.7% |
| Q2 2021 | $13,637,000 | -44.9% | 57,457 | -48.6% | 7.35% | -28.2% |
| Q1 2021 | $24,754,000 | +6.7% | 111,839 | -0.3% | 10.23% | +3.0% |
| Q4 2020 | $23,196,000 | – | 112,181 | – | 9.94% | – |
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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% |