VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 50 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,067,003 | -7.3% | 9,926 | -2.0% | 0.20% | -5.2% |
| Q2 2023 | $2,229,390 | +8.4% | 10,126 | +3.8% | 0.21% | -0.9% |
| Q1 2023 | $2,056,626 | +0.4% | 9,751 | -3.0% | 0.22% | -3.6% |
| Q4 2022 | $2,048,358 | +10.5% | 10,050 | +2.0% | 0.22% | +8.8% |
| Q3 2022 | $1,853,000 | -7.0% | 9,855 | -2.6% | 0.20% | -1.0% |
| Q2 2022 | $1,993,000 | -16.3% | 10,119 | +1.1% | 0.21% | -2.8% |
| Q1 2022 | $2,381,000 | +44.5% | 10,010 | +54.8% | 0.21% | +45.9% |
| Q4 2021 | $1,648,000 | +33.3% | 6,468 | +32.1% | 0.15% | +31.5% |
| Q3 2021 | $1,236,000 | +6.6% | 4,897 | +0.0% | 0.11% | -33.5% |
| Q2 2021 | $1,160,000 | +60.0% | 4,895 | +49.2% | 0.17% | +92.0% |
| Q1 2021 | $725,000 | +5.2% | 3,280 | -1.6% | 0.09% | -4.4% |
| Q4 2020 | $689,000 | +17.4% | 3,333 | 0.0% | 0.09% | -15.0% |
| Q3 2020 | $587,000 | -4.1% | 3,333 | -27.6% | 0.11% | -41.5% |
| Q1 2020 | $612,000 | +44.3% | 4,606 | +93.6% | 0.18% | +60.5% |
| Q4 2019 | $424,000 | – | 2,379 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fidato Wealth LLC | 101,763 | $19,145,000 | 26.17% |
| Divergent Planning, LLC | 106,533 | $20,026,000 | 14.74% |
| BCK Partners, Inc. | 107,851 | $20,274,000 | 14.66% |
| JMG Financial Group, Ltd. | 1,137,454 | $213,819,000 | 13.89% |
| TL Private Wealth | 117,203 | $22,325,000 | 13.86% |
| Northwest Quadrant Wealth Management, LLC | 210,955 | $39,655,000 | 13.01% |
| Axiom Financial Strategies, LLC | 123,884 | $23,288,000 | 12.38% |
| Stone Asset Management Inc. | 95,885 | $18,024,000 | 11.76% |
| Riverpoint Wealth Management Holdings, LLC | 146,459 | $27,531,000 | 11.71% |
| Ballast, Inc. | 122,698 | $23,064,000 | 11.27% |