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 | $135,332 | -5.1% | 650 | +0.5% | 0.11% | -2.7% |
| Q2 2023 | $142,549 | +4.8% | 647 | +0.3% | 0.11% | +6.8% |
| Q1 2023 | $136,053 | +3.9% | 645 | +0.3% | 0.10% | -1.9% |
| Q4 2022 | $130,976 | +9.1% | 643 | +0.6% | 0.10% | +6.1% |
| Q3 2022 | $120,000 | -4.0% | 639 | +0.5% | 0.10% | -21.4% |
| Q2 2022 | $125,000 | -17.2% | 636 | +0.2% | 0.13% | -7.4% |
| Q1 2022 | $151,000 | -99.9% | 635 | +1.1% | 0.14% | -10.5% |
| Q4 2021 | $159,886,000 | – | 628 | – | 0.15% | – |
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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% |