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 | $56,850 | -5.4% | 273 | 0.0% | 0.03% | -6.7% |
| Q2 2023 | $60,104 | -16.4% | 273 | -19.9% | 0.03% | -18.9% |
| Q1 2023 | $71,924 | +29.3% | 341 | +24.9% | 0.04% | +12.1% |
| Q4 2022 | $55,640 | +9.1% | 273 | 0.0% | 0.03% | +6.5% |
| Q3 2022 | $51,000 | -5.6% | 273 | 0.0% | 0.03% | -8.8% |
| Q2 2022 | $54,000 | -16.9% | 273 | 0.0% | 0.03% | -12.8% |
| Q1 2022 | $65,000 | -7.1% | 273 | 0.0% | 0.04% | -15.2% |
| Q4 2021 | $70,000 | +7.7% | 273 | 0.0% | 0.05% | -6.1% |
| Q3 2021 | $65,000 | 0.0% | 273 | 0.0% | 0.05% | -10.9% |
| Q2 2021 | $65,000 | -4.4% | 273 | -11.1% | 0.06% | -26.7% |
| Q1 2021 | $68,000 | -40.4% | 307 | -44.3% | 0.08% | -43.2% |
| Q4 2020 | $114,000 | +26.7% | 551 | +7.6% | 0.13% | +26.9% |
| Q3 2020 | $90,000 | +119.5% | 512 | +102.4% | 0.10% | +131.1% |
| Q2 2020 | $41,000 | +272.7% | 253 | +321.7% | 0.04% | +350.0% |
| Q4 2019 | $11,000 | – | 60 | – | 0.01% | – |
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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% |