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 | $1,667,286 | -5.1% | 8,007 | +0.4% | 0.59% | -5.0% |
| Q2 2023 | $1,756,538 | +10.8% | 7,978 | +6.1% | 0.62% | -0.2% |
| Q1 2023 | $1,586,004 | +7.7% | 7,519 | +4.1% | 0.62% | -3.0% |
| Q4 2022 | $1,472,417 | +5.2% | 7,224 | -2.9% | 0.64% | -9.2% |
| Q3 2022 | $1,399,000 | +76.4% | 7,442 | +84.9% | 0.71% | +76.6% |
| Q2 2022 | $793,000 | -11.9% | 4,025 | +6.4% | 0.40% | +0.8% |
| Q1 2022 | $900,000 | -6.3% | 3,784 | +0.3% | 0.40% | -2.2% |
| Q4 2021 | $961,000 | +8.0% | 3,772 | +0.3% | 0.41% | -0.2% |
| Q3 2021 | $890,000 | 0.0% | 3,759 | +0.3% | 0.41% | -3.8% |
| Q2 2021 | $890,000 | +7.5% | 3,749 | +0.3% | 0.42% | -6.4% |
| Q1 2021 | $828,000 | +5.7% | 3,739 | -1.2% | 0.45% | -6.6% |
| Q4 2020 | $783,000 | +18.1% | 3,785 | +0.6% | 0.48% | +3.4% |
| Q3 2020 | $663,000 | +20.8% | 3,761 | +12.4% | 0.47% | +8.1% |
| Q2 2020 | $549,000 | +112.8% | 3,347 | +70.9% | 0.43% | +70.2% |
| Q1 2020 | $258,000 | -62.7% | 1,958 | -49.5% | 0.26% | -55.3% |
| Q4 2019 | $692,000 | +7.0% | 3,881 | +0.5% | 0.57% | -5.1% |
| Q3 2019 | $647,000 | – | 3,860 | – | 0.60% | – |
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% |