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 | $2,090 | +8.2% | 10,038 | +14.4% | 1.17% | +12.0% |
| Q2 2023 | $1,931 | +8.4% | 8,774 | +3.9% | 1.04% | -1.1% |
| Q1 2023 | $1,781 | +6.1% | 8,442 | +2.5% | 1.05% | -0.7% |
| Q4 2022 | $1,678 | -99.9% | 8,236 | +26.3% | 1.06% | +22.1% |
| Q3 2022 | $1,225,000 | +2.5% | 6,521 | +7.5% | 0.87% | +6.9% |
| Q2 2022 | $1,195,000 | -9.6% | 6,067 | +9.1% | 0.81% | +6.3% |
| Q1 2022 | $1,322,000 | +3.1% | 5,559 | +10.4% | 0.76% | +4.4% |
| Q4 2021 | $1,282,000 | +38.9% | 5,035 | +29.1% | 0.73% | +26.6% |
| Q3 2021 | $923,000 | +0.7% | 3,900 | +0.9% | 0.58% | -1.2% |
| Q2 2021 | $917,000 | +40.0% | 3,865 | +30.6% | 0.59% | +26.6% |
| Q1 2021 | $655,000 | -2.7% | 2,960 | -9.0% | 0.46% | -8.3% |
| Q4 2020 | $673,000 | – | 3,253 | – | 0.50% | – |
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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% |