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 | $24,478,654 | -2.0% | 117,550 | +3.6% | 15.26% | -2.3% |
| Q2 2023 | $24,987,896 | +4.2% | 113,499 | -0.2% | 15.63% | +0.2% |
| Q1 2023 | $23,987,147 | +3.8% | 113,726 | +0.3% | 15.60% | -0.4% |
| Q4 2022 | $23,101,105 | +13.9% | 113,346 | +5.1% | 15.66% | +6.8% |
| Q3 2022 | $20,274,000 | -8.5% | 107,851 | -4.2% | 14.66% | -5.5% |
| Q2 2022 | $22,167,000 | -15.8% | 112,539 | +1.7% | 15.51% | -4.4% |
| Q1 2022 | $26,322,000 | -4.5% | 110,670 | +2.3% | 16.23% | -1.7% |
| Q4 2021 | $27,571,000 | +4.8% | 108,220 | -2.6% | 16.51% | -1.1% |
| Q3 2021 | $26,305,000 | +1.6% | 111,104 | +1.8% | 16.70% | -2.5% |
| Q2 2021 | $25,900,000 | +3.3% | 109,122 | +0.2% | 17.13% | -4.2% |
| Q1 2021 | $25,074,000 | +13.6% | 108,885 | +2.0% | 17.88% | -6.9% |
| Q4 2020 | $22,073,000 | – | 106,750 | – | 19.22% | – |
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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% |