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 | $563,925 | -8.6% | 2,708 | -3.4% | 0.14% | -5.4% |
| Q2 2023 | $617,000 | -0.6% | 2,803 | -4.9% | 0.15% | -4.5% |
| Q1 2023 | $621,000 | -8.0% | 2,946 | -11.0% | 0.15% | -13.0% |
| Q4 2022 | $675,000 | +11.0% | 3,311 | +2.4% | 0.18% | +2.9% |
| Q3 2022 | $608,000 | +4.5% | 3,234 | +9.4% | 0.17% | +8.9% |
| Q2 2022 | $582,000 | -4.7% | 2,955 | +15.0% | 0.16% | +6.0% |
| Q1 2022 | $611,000 | -7.1% | 2,569 | -0.5% | 0.15% | -9.7% |
| Q4 2021 | $658,000 | +8.6% | 2,583 | +1.0% | 0.16% | -1.2% |
| Q3 2021 | $606,000 | -5.0% | 2,558 | -4.8% | 0.17% | -6.2% |
| Q2 2021 | $638,000 | +27.1% | 2,688 | +18.5% | 0.18% | +12.7% |
| Q1 2021 | $502,000 | -4.0% | 2,269 | -10.2% | 0.16% | -12.2% |
| Q4 2020 | $523,000 | +4.6% | 2,528 | -10.9% | 0.18% | -7.2% |
| Q3 2020 | $500,000 | +5.0% | 2,837 | -2.2% | 0.19% | -7.2% |
| Q2 2020 | $476,000 | +24.9% | 2,901 | +0.2% | 0.21% | +4.5% |
| Q1 2020 | $381,000 | – | 2,895 | – | 0.20% | – |
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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% |