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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $727,900 | +12.5% | 3,306 | +7.8% | 0.55% | +16.2% |
| Q1 2023 | $646,911 | +32.5% | 3,067 | +28.1% | 0.48% | +33.1% |
| Q4 2022 | $488,125 | +15.4% | 2,395 | +6.2% | 0.36% | +6.6% |
| Q3 2022 | $423,000 | -4.7% | 2,255 | 0.0% | 0.34% | -0.3% |
| Q2 2022 | $444,000 | -17.6% | 2,255 | -0.5% | 0.34% | -7.7% |
| Q1 2022 | $539,000 | -6.6% | 2,267 | 0.0% | 0.36% | -5.2% |
| Q4 2021 | $577,000 | +7.6% | 2,267 | 0.0% | 0.38% | -3.8% |
| Q3 2021 | $536,000 | -0.4% | 2,267 | 0.0% | 0.40% | -3.6% |
| Q2 2021 | $538,000 | +7.4% | 2,267 | 0.0% | 0.41% | -1.4% |
| Q1 2021 | $501,000 | +7.1% | 2,267 | 0.0% | 0.42% | -0.2% |
| Q4 2020 | $468,000 | +17.9% | 2,267 | +0.5% | 0.42% | +5.8% |
| Q3 2020 | $397,000 | +7.6% | 2,255 | 0.0% | 0.40% | +3.1% |
| Q2 2020 | $369,000 | – | 2,255 | – | 0.39% | – |
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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% |