VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,600 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.37 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $435,846 | -10.2% | 2,093 | -5.1% | 0.04% | -6.4% |
| Q2 2023 | $485,581 | +0.7% | 2,206 | -3.5% | 0.05% | 0.0% |
| Q1 2023 | $482,010 | -12.6% | 2,285 | -15.5% | 0.05% | -16.1% |
| Q4 2022 | $551,300 | -76.3% | 2,705 | -78.2% | 0.06% | -77.3% |
| Q3 2022 | $2,331,000 | -11.9% | 12,399 | -7.7% | 0.25% | -7.8% |
| Q2 2022 | $2,647,000 | -23.3% | 13,439 | -7.4% | 0.27% | -13.8% |
| Q1 2022 | $3,451,000 | -9.6% | 14,511 | -3.2% | 0.31% | -5.8% |
| Q4 2021 | $3,817,000 | +21.3% | 14,983 | +12.7% | 0.33% | +8.6% |
| Q3 2021 | $3,147,000 | +3.9% | 13,293 | +4.1% | 0.30% | +5.6% |
| Q2 2021 | $3,030,000 | +48.8% | 12,764 | +38.8% | 0.29% | +40.5% |
| Q1 2021 | $2,036,000 | +24.5% | 9,198 | +16.3% | 0.20% | +19.2% |
| Q4 2020 | $1,635,000 | – | 7,907 | – | 0.17% | – |
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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% |