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 | $3,633,808 | -22.7% | 17,450 | -18.3% | 0.51% | -23.9% |
| Q2 2023 | $4,700,683 | +72.3% | 21,351 | +65.1% | 0.67% | +56.0% |
| Q1 2023 | $2,727,779 | +18.1% | 12,933 | +14.1% | 0.43% | -1.4% |
| Q4 2022 | $2,310,525 | -35.8% | 11,337 | -40.8% | 0.43% | -36.1% |
| Q3 2022 | $3,599,000 | +0.1% | 19,145 | +5.3% | 0.68% | -3.7% |
| Q2 2022 | $3,594,000 | -1.3% | 18,189 | +8.8% | 0.70% | +24.4% |
| Q1 2022 | $3,642,000 | +42.8% | 16,717 | -13.7% | 0.57% | -29.3% |
| Q1 2020 | $2,550,000 | -2.4% | 19,370 | +32.1% | 0.80% | -6.2% |
| Q4 2019 | $2,612,000 | – | 14,660 | – | 0.85% | – |
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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% |