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 | $8,558,997 | -5.0% | 41,102 | +0.4% | 5.69% | -1.3% |
| Q2 2023 | $9,011,369 | +6.9% | 40,931 | +2.4% | 5.77% | +3.1% |
| Q1 2023 | $8,427,730 | +4.8% | 39,957 | +1.2% | 5.59% | +1.7% |
| Q4 2022 | $8,044,381 | +8.7% | 39,470 | +0.3% | 5.50% | +1.3% |
| Q3 2022 | $7,398,000 | -3.5% | 39,356 | +1.1% | 5.43% | +0.2% |
| Q2 2022 | $7,668,000 | -14.7% | 38,930 | +3.0% | 5.42% | -7.3% |
| Q1 2022 | $8,992,000 | -1.0% | 37,809 | +2.4% | 5.85% | -0.6% |
| Q4 2021 | $9,087,000 | +6.7% | 36,937 | +2.7% | 5.88% | -2.3% |
| Q3 2021 | $8,517,000 | -1.2% | 35,975 | -0.9% | 6.02% | -0.4% |
| Q2 2021 | $8,621,000 | +11.0% | 36,320 | +3.5% | 6.04% | +1.6% |
| Q1 2021 | $7,767,000 | +4.6% | 35,090 | -2.3% | 5.95% | +0.1% |
| Q4 2020 | $7,426,000 | +13.4% | 35,915 | -3.3% | 5.94% | +3.7% |
| Q3 2020 | $6,547,000 | +6.4% | 37,143 | -1.1% | 5.73% | +0.5% |
| Q2 2020 | $6,154,000 | +44.5% | 37,546 | +16.1% | 5.70% | +25.3% |
| Q1 2020 | $4,258,000 | -9.3% | 32,342 | +22.5% | 4.55% | +4.0% |
| Q4 2019 | $4,697,000 | – | 26,396 | – | 4.37% | – |
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% |