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 | $1,812,221 | -38.3% | 8,703 | -37.5% | 1.69% | -42.0% |
| Q2 2023 | $2,934,906 | +8.9% | 13,915 | +8.9% | 2.92% | +5.9% |
| Q1 2023 | $2,695,937 | -0.4% | 12,782 | -3.8% | 2.75% | -5.7% |
| Q4 2022 | $2,706,966 | +6.2% | 13,282 | +0.8% | 2.92% | -2.6% |
| Q3 2022 | $2,550,000 | -3.2% | 13,175 | -1.9% | 3.00% | +16.5% |
| Q2 2022 | $2,633,000 | -23.4% | 13,431 | -7.1% | 2.57% | -10.2% |
| Q1 2022 | $3,439,000 | -8.7% | 14,460 | -2.0% | 2.86% | -15.1% |
| Q4 2021 | $3,765,000 | +8.5% | 14,761 | +0.7% | 3.37% | +16.7% |
| Q3 2021 | $3,470,000 | +5.1% | 14,658 | +5.3% | 2.89% | +5.8% |
| Q2 2021 | $3,302,000 | -6.9% | 13,914 | -12.9% | 2.73% | -16.7% |
| Q1 2021 | $3,546,000 | +7.7% | 15,974 | +0.3% | 3.28% | +1.0% |
| Q4 2020 | $3,294,000 | – | 15,929 | – | 3.24% | – |
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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% |