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 | $8,128,199 | -2.6% | 39,033 | +3.0% | 3.20% | -1.6% |
| Q2 2023 | $8,347,039 | +4.6% | 37,914 | +0.2% | 3.26% | -1.4% |
| Q1 2023 | $7,982,770 | +6.8% | 37,847 | +3.2% | 3.30% | -0.7% |
| Q4 2022 | $7,477,433 | +10.3% | 36,688 | +1.7% | 3.32% | -13.5% |
| Q3 2022 | $6,782,000 | -4.3% | 36,080 | +0.3% | 3.84% | +0.5% |
| Q2 2022 | $7,087,000 | -17.2% | 35,981 | +0.0% | 3.82% | +14.8% |
| Q1 2022 | $8,555,000 | -3.5% | 35,970 | +3.4% | 3.33% | +1.5% |
| Q4 2021 | $8,865,000 | +10.1% | 34,796 | +2.3% | 3.28% | -0.1% |
| Q3 2021 | $8,050,000 | +2.1% | 33,999 | +2.4% | 3.29% | -1.9% |
| Q2 2021 | $7,883,000 | +9.1% | 33,214 | +1.8% | 3.35% | +5.1% |
| Q1 2021 | $7,225,000 | +8.3% | 32,640 | +1.2% | 3.19% | +2.0% |
| Q4 2020 | $6,669,000 | – | 32,251 | – | 3.12% | – |
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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% |