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 | $3,538,405 | +7.4% | 16,992 | +8.8% | 2.55% | +6.6% |
| Q2 2023 | $3,295,451 | 0.0% | 15,624 | 0.0% | 2.39% | 0.0% |
| Q1 2023 | $3,295,451 | -6.8% | 15,624 | -10.0% | 2.39% | -10.1% |
| Q4 2022 | $3,536,673 | +2.5% | 17,353 | -5.4% | 2.66% | -2.4% |
| Q3 2022 | $3,450,000 | -3.2% | 18,352 | +1.5% | 2.73% | +4.8% |
| Q2 2022 | $3,563,000 | -17.4% | 18,088 | -0.3% | 2.60% | -3.3% |
| Q1 2022 | $4,316,000 | -6.4% | 18,147 | +0.2% | 2.69% | -3.0% |
| Q4 2021 | $4,613,000 | +8.2% | 18,107 | +0.6% | 2.78% | -1.1% |
| Q3 2021 | $4,263,000 | +11.5% | 18,007 | +11.8% | 2.81% | +6.7% |
| Q2 2021 | $3,823,000 | +7.3% | 16,109 | +0.0% | 2.63% | -1.2% |
| Q1 2021 | $3,564,000 | +18.7% | 16,103 | +10.9% | 2.66% | +6.6% |
| Q4 2020 | $3,002,000 | +29.0% | 14,520 | +9.9% | 2.50% | +12.8% |
| Q3 2020 | $2,328,000 | +12.6% | 13,207 | +4.7% | 2.22% | +1.7% |
| Q2 2020 | $2,067,000 | +14.3% | 12,610 | -8.3% | 2.18% | -0.8% |
| Q1 2020 | $1,809,000 | -26.4% | 13,745 | -0.3% | 2.20% | -6.2% |
| Q4 2019 | $2,457,000 | – | 13,788 | – | 2.34% | – |
Download | ||||||
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% |