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 | $1,271,204 | -9.8% | 6,105 | -4.6% | 0.25% | -11.0% |
| Q2 2023 | $1,409,373 | +4.5% | 6,402 | +0.1% | 0.28% | -4.1% |
| Q1 2023 | $1,348,364 | +3.5% | 6,393 | +0.1% | 0.29% | -2.7% |
| Q4 2022 | $1,302,144 | -14.9% | 6,389 | -21.5% | 0.30% | -23.6% |
| Q3 2022 | $1,530,000 | -4.5% | 8,140 | +0.1% | 0.39% | -3.2% |
| Q2 2022 | $1,602,000 | -5.7% | 8,135 | +14.0% | 0.41% | -1.0% |
| Q1 2022 | $1,698,000 | -16.8% | 7,139 | -10.9% | 0.41% | -3.3% |
| Q4 2021 | $2,041,000 | +10.7% | 8,011 | +2.8% | 0.42% | -3.0% |
| Q3 2021 | $1,844,000 | -0.3% | 7,790 | 0.0% | 0.44% | -30.9% |
| Q2 2021 | $1,849,000 | -47.8% | 7,790 | -51.4% | 0.63% | -51.1% |
| Q1 2021 | $3,545,000 | +134.9% | 16,014 | +119.4% | 1.30% | +86.9% |
| Q4 2020 | $1,509,000 | – | 7,298 | – | 0.69% | – |
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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% |