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 | $798,538 | +19.1% | 3,835 | +25.9% | 0.34% | +18.3% |
Q2 2023 | $670,342 | +3.8% | 3,045 | -0.6% | 0.29% | -6.2% |
Q1 2023 | $645,889 | +3.7% | 3,062 | +0.2% | 0.31% | -2.8% |
Q4 2022 | $622,996 | +21.4% | 3,057 | +12.0% | 0.32% | +11.2% |
Q3 2022 | $513,000 | +4.5% | 2,730 | +9.6% | 0.28% | +12.2% |
Q2 2022 | $491,000 | +125.2% | 2,492 | +171.5% | 0.25% | +149.0% |
Q1 2022 | $218,000 | -6.8% | 918 | +0.2% | 0.10% | -5.6% |
Q4 2021 | $234,000 | +7.8% | 916 | +0.1% | 0.11% | -1.8% |
Q3 2021 | $217,000 | – | 915 | – | 0.11% | – |
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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% |