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 | $5,927,138 | -0.7% | 28,463 | +5.0% | 0.48% | +0.4% |
| Q2 2023 | $5,966,263 | +0.7% | 27,100 | -3.5% | 0.48% | -4.8% |
| Q1 2023 | $5,923,095 | +100087.7% | 28,082 | -3.2% | 0.50% | -8.1% |
| Q4 2022 | $5,912 | -99.9% | 29,007 | -48.5% | 0.55% | -50.4% |
| Q3 2022 | $10,598,000 | -3.4% | 56,378 | +1.2% | 1.10% | +11.8% |
| Q2 2022 | $10,974,000 | -22.0% | 55,714 | -5.8% | 0.98% | -13.0% |
| Q1 2022 | $14,069,000 | -13.1% | 59,152 | -6.9% | 1.13% | -14.8% |
| Q4 2021 | $16,194,000 | +7.7% | 63,565 | +0.1% | 1.33% | -14.2% |
| Q3 2021 | $15,034,000 | -0.7% | 63,499 | -0.5% | 1.55% | +1.7% |
| Q2 2021 | $15,144,000 | +8.9% | 63,803 | +1.5% | 1.52% | +4.0% |
| Q1 2021 | $13,910,000 | -4.4% | 62,845 | -10.6% | 1.46% | -10.3% |
| Q4 2020 | $14,543,000 | +19.0% | 70,334 | +1.4% | 1.63% | -5.3% |
| Q3 2020 | $12,223,000 | +12.0% | 69,347 | +4.2% | 1.72% | +3.6% |
| Q2 2020 | $10,912,000 | +54.6% | 66,569 | +24.2% | 1.66% | +25.0% |
| Q1 2020 | $7,056,000 | -25.3% | 53,601 | +1.1% | 1.33% | -21.3% |
| Q4 2019 | $9,449,000 | – | 53,028 | – | 1.69% | – |
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% |