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 | $4,160,491 | +69.1% | 19,979 | +78.8% | 2.32% | +63.4% |
| Q2 2023 | $2,459,967 | +3.6% | 11,174 | -0.8% | 1.42% | -1.7% |
| Q1 2023 | $2,375,455 | +2.8% | 11,262 | -0.7% | 1.44% | -4.4% |
| Q4 2022 | $2,311,571 | +8.0% | 11,342 | -0.4% | 1.51% | -2.5% |
| Q3 2022 | $2,140,000 | -3.7% | 11,385 | +0.9% | 1.55% | +2.0% |
| Q2 2022 | $2,223,000 | -14.0% | 11,288 | +3.8% | 1.52% | +3.7% |
| Q1 2022 | $2,585,000 | -4.9% | 10,871 | +1.9% | 1.46% | +10.6% |
| Q4 2021 | $2,717,000 | – | 10,668 | – | 1.32% | – |
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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% |