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 | $4,444,675 | -8.4% | 21,344 | -3.2% | 4.42% | -0.2% |
| Q2 2023 | $4,853,647 | +10.1% | 22,046 | +5.5% | 4.43% | +0.3% |
| Q1 2023 | $4,408,017 | +1.4% | 20,899 | -2.0% | 4.41% | -33.3% |
| Q4 2022 | $4,346,044 | +5.5% | 21,324 | -2.6% | 6.62% | +49.9% |
| Q3 2022 | $4,118,000 | -20.9% | 21,904 | -17.1% | 4.42% | -21.5% |
| Q2 2022 | $5,207,000 | -17.0% | 26,437 | +0.3% | 5.62% | -3.2% |
| Q1 2022 | $6,270,000 | +85.6% | 26,363 | +98.8% | 5.81% | +95.6% |
| Q4 2021 | $3,378,000 | – | 13,259 | – | 2.97% | – |
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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% |