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 | $5,793,329 | +15.7% | 27,820 | +22.3% | 2.70% | +9.0% |
| Q2 2023 | $5,008,297 | +45.1% | 22,748 | +39.0% | 2.47% | +28.1% |
| Q1 2023 | $3,451,377 | +21.6% | 16,363 | +17.5% | 1.93% | +13.7% |
| Q4 2022 | $2,837,736 | +15.1% | 13,923 | +6.2% | 1.70% | +11.2% |
| Q3 2022 | $2,465,000 | +54.6% | 13,114 | +62.1% | 1.53% | +58.2% |
| Q2 2022 | $1,594,000 | +24.1% | 8,090 | +49.8% | 0.97% | +37.6% |
| Q1 2022 | $1,284,000 | +71.4% | 5,400 | +83.7% | 0.70% | +51.6% |
| Q4 2021 | $749,000 | – | 2,940 | – | 0.46% | – |
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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% |