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 | $434,408 | -5.1% | 2,086 | +0.4% | 0.34% | 0.0% |
| Q2 2023 | $457,562 | +4.8% | 2,078 | +0.3% | 0.34% | -2.3% |
| Q1 2023 | $436,723 | -5.3% | 2,071 | -8.5% | 0.35% | -21.6% |
| Q4 2022 | $461,206 | +9.0% | 2,263 | +0.5% | 0.45% | -2.8% |
| Q3 2022 | $423,000 | -4.1% | 2,251 | +0.4% | 0.46% | +6.5% |
| Q2 2022 | $441,000 | -16.9% | 2,241 | +0.3% | 0.43% | +2.8% |
| Q1 2022 | $531,000 | -6.3% | 2,234 | +0.3% | 0.42% | +3.7% |
| Q4 2021 | $567,000 | +8.0% | 2,227 | +0.4% | 0.41% | -2.9% |
| Q3 2021 | $525,000 | 0.0% | 2,219 | +0.2% | 0.42% | +4.5% |
| Q2 2021 | $525,000 | +7.4% | 2,214 | +0.3% | 0.40% | -5.6% |
| Q1 2021 | $489,000 | +1.9% | 2,207 | -4.9% | 0.42% | -3.2% |
| Q4 2020 | $480,000 | +17.4% | 2,320 | 0.0% | 0.44% | +23.3% |
| Q3 2020 | $409,000 | – | 2,320 | – | 0.36% | – |
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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% |