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 | $10,280 | +6.7% | 49,366 | +12.8% | 4.17% | -9.7% |
| Q2 2023 | $9,633 | +3.2% | 43,758 | -1.1% | 4.62% | +27.5% |
| Q1 2023 | $9,332 | +6.1% | 44,245 | +2.6% | 3.62% | +9.9% |
| Q4 2022 | $8,792 | -99.9% | 43,137 | +3.2% | 3.30% | -1.0% |
| Q3 2022 | $7,856,000 | -34.7% | 41,790 | -31.6% | 3.33% | -28.4% |
| Q2 2022 | $12,036,000 | -15.0% | 61,105 | +2.6% | 4.65% | +2.2% |
| Q1 2022 | $14,164,000 | -0.0% | 59,555 | +6.9% | 4.55% | +2.4% |
| Q4 2021 | $14,166,000 | +4.2% | 55,723 | -2.9% | 4.44% | -2.0% |
| Q3 2021 | $13,593,000 | +1.4% | 57,414 | +1.6% | 4.53% | +7.2% |
| Q2 2021 | $13,411,000 | +5.3% | 56,504 | -1.8% | 4.22% | -1.4% |
| Q1 2021 | $12,738,000 | +7.1% | 57,545 | +0.0% | 4.28% | -1.6% |
| Q4 2020 | $11,894,000 | +18.1% | 57,522 | +0.6% | 4.35% | -0.7% |
| Q3 2020 | $10,075,000 | +7.9% | 57,162 | +0.3% | 4.38% | -0.7% |
| Q2 2020 | $9,341,000 | +21.6% | 56,991 | -2.3% | 4.41% | -1.3% |
| Q1 2020 | $7,682,000 | -28.1% | 58,348 | -2.7% | 4.47% | -11.6% |
| Q4 2019 | $10,683,000 | +4.6% | 59,955 | -1.6% | 5.06% | -18.0% |
| Q3 2019 | $10,213,000 | +4.6% | 60,935 | +4.3% | 6.17% | -5.6% |
| Q2 2019 | $9,768,000 | -6.9% | 58,434 | -10.4% | 6.54% | +1.9% |
| Q1 2019 | $10,489,000 | +13.1% | 65,251 | -2.8% | 6.42% | -1.1% |
| Q4 2018 | $9,275,000 | – | 67,121 | – | 6.49% | – |
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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% |