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 | $887,258 | -6.2% | 4,261 | -0.9% | 0.40% | -4.3% |
| Q2 2023 | $946,159 | +4.5% | 4,298 | +0.1% | 0.42% | -4.1% |
| Q1 2023 | $905,367 | +3.6% | 4,292 | +0.1% | 0.44% | +2.8% |
| Q4 2022 | $873,817 | +8.5% | 4,287 | +0.2% | 0.42% | -0.9% |
| Q3 2022 | $805,000 | -4.4% | 4,280 | +0.1% | 0.43% | +1.9% |
| Q2 2022 | $842,000 | -17.1% | 4,274 | +0.1% | 0.42% | -3.2% |
| Q1 2022 | $1,016,000 | -6.5% | 4,270 | +0.1% | 0.43% | -2.0% |
| Q4 2021 | $1,087,000 | +7.7% | 4,266 | +0.1% | 0.44% | -1.3% |
| Q3 2021 | $1,009,000 | +1.8% | 4,261 | +2.0% | 0.45% | +3.0% |
| Q2 2021 | $991,000 | +8.3% | 4,176 | +1.1% | 0.44% | +1.9% |
| Q1 2021 | $915,000 | +7.1% | 4,132 | +0.1% | 0.43% | 0.0% |
| Q4 2020 | $854,000 | +17.6% | 4,128 | +0.3% | 0.43% | +6.5% |
| Q3 2020 | $726,000 | +7.4% | 4,116 | -0.2% | 0.40% | +1.0% |
| Q2 2020 | $676,000 | +23.1% | 4,125 | -1.0% | 0.40% | +5.3% |
| Q1 2020 | $549,000 | -49.8% | 4,166 | -32.2% | 0.38% | -11.7% |
| Q4 2019 | $1,094,000 | +6.3% | 6,141 | +0.0% | 0.43% | +2.6% |
| Q3 2019 | $1,029,000 | +7.6% | 6,140 | +7.4% | 0.42% | +5.6% |
| Q2 2019 | $956,000 | – | 5,717 | – | 0.40% | – |
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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% |