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 | $982,612 | -5.4% | 4,719 | 0.0% | 0.41% | -4.0% |
| Q2 2023 | $1,038,858 | -0.5% | 4,719 | -4.6% | 0.42% | -1.6% |
| Q1 2023 | $1,043,769 | -3.0% | 4,949 | -6.3% | 0.43% | -4.7% |
| Q4 2022 | $1,075,842 | +6.7% | 5,279 | +5.0% | 0.45% | +11.9% |
| Q3 2022 | $1,008,000 | -3.3% | 5,027 | -5.0% | 0.40% | -1.0% |
| Q2 2022 | $1,042,000 | -17.8% | 5,291 | -0.7% | 0.41% | -8.9% |
| Q1 2022 | $1,267,000 | -24.7% | 5,328 | -19.3% | 0.45% | -21.2% |
| Q4 2021 | $1,682,000 | +1.8% | 6,605 | -5.4% | 0.57% | -4.9% |
| Q3 2021 | $1,652,000 | -2.2% | 6,981 | -1.9% | 0.60% | -2.8% |
| Q2 2021 | $1,689,000 | +7.2% | 7,119 | 0.0% | 0.61% | +0.2% |
| Q1 2021 | $1,575,000 | +7.1% | 7,119 | 0.0% | 0.61% | -2.1% |
| Q4 2020 | $1,471,000 | – | 7,119 | – | 0.62% | – |
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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% |