Marotta Asset Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 50 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Marotta Asset Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$865,886
+7.1%
3,722
-4.1%
0.19%
-0.5%
Q3 2023$808,388
-5.4%
3,8820.0%0.19%
-2.1%
Q2 2023$854,661
+7.5%
3,882
-0.5%
0.19%0.0%
Q4 2022$795,063
-99.9%
3,901
-0.3%
0.19%
-0.5%
Q3 2022$735,190,000
-5.8%
3,9110.0%0.19%0.0%
Q2 2022$780,596,000
-16.3%
3,911
-0.3%
0.19%
-11.5%
Q1 2022$932,979,000
-6.9%
3,923
-0.3%
0.22%
-4.4%
Q4 2021$1,002,448,000
+7.6%
3,9350.0%0.23%
+0.9%
Q3 2021$931,583,000
-0.7%
3,935
+0.1%
0.22%0.0%
Q2 2021$937,900,000
+6.8%
3,932
+0.5%
0.22%0.0%
Q1 2021$878,586,000
+8.6%
3,9130.0%0.22%
+5.6%
Q4 2020$809,091,000
+17.3%
3,9130.0%0.21%
+1.9%
Q3 2020$689,705,000
+7.5%
3,913
-0.0%
0.21%
+1.5%
Q2 2020$641,544,000
+30.8%
3,9140.0%0.21%
+9.0%
Q1 2020$490,385,000
-30.1%
3,9140.0%0.19%
-12.1%
Q4 2019$701,232,0003,9140.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders