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 | $7,315,137 | -1.0% | 35,128 | +4.6% | 5.88% | -0.3% |
| Q2 2023 | $7,391,294 | +14.4% | 33,572 | +9.6% | 5.90% | +10.3% |
| Q1 2023 | $6,463,017 | +9.0% | 30,642 | +5.3% | 5.35% | +0.1% |
| Q4 2022 | $5,929,000 | +12.6% | 29,093 | +3.9% | 5.34% | +3.1% |
| Q3 2022 | $5,266,000 | -2.4% | 28,011 | +2.2% | 5.18% | +2.3% |
| Q2 2022 | $5,397,000 | +6.9% | 27,402 | +29.1% | 5.06% | +13.1% |
| Q1 2022 | $5,050,000 | -6.6% | 21,233 | +0.1% | 4.48% | +2.6% |
| Q4 2021 | $5,405,000 | +6.4% | 21,216 | -1.1% | 4.37% | -1.0% |
| Q3 2021 | $5,079,000 | -7.5% | 21,454 | -7.3% | 4.41% | -10.9% |
| Q2 2021 | $5,490,000 | +2.1% | 23,131 | -4.8% | 4.95% | -4.5% |
| Q1 2021 | $5,376,000 | – | 24,288 | – | 5.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fidato Wealth LLC | 101,763 | $19,145,000 | 26.17% |
| Divergent Planning, LLC | 106,533 | $20,026,000 | 14.74% |
| BCK Partners, Inc. | 107,851 | $20,274,000 | 14.66% |
| JMG Financial Group, Ltd. | 1,137,454 | $213,819,000 | 13.89% |
| TL Private Wealth | 117,203 | $22,325,000 | 13.86% |
| Northwest Quadrant Wealth Management, LLC | 210,955 | $39,655,000 | 13.01% |
| Axiom Financial Strategies, LLC | 123,884 | $23,288,000 | 12.38% |
| Stone Asset Management Inc. | 95,885 | $18,024,000 | 11.76% |
| Riverpoint Wealth Management Holdings, LLC | 146,459 | $27,531,000 | 11.71% |
| Ballast, Inc. | 122,698 | $23,064,000 | 11.27% |