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 | $1,025,379 | -5.5% | 4,924 | -0.1% | 0.44% | -3.1% |
| Q2 2023 | $1,085,117 | +3.3% | 4,929 | -1.0% | 0.45% | -4.7% |
| Q1 2023 | $1,050,277 | +46.5% | 4,980 | +41.6% | 0.47% | +30.8% |
| Q4 2022 | $717,055 | +6.9% | 3,518 | -1.4% | 0.36% | -3.0% |
| Q3 2022 | $671,000 | -0.3% | 3,568 | +4.5% | 0.37% | -9.3% |
| Q2 2022 | $673,000 | -19.1% | 3,415 | -2.3% | 0.41% | -15.0% |
| Q1 2022 | $832,000 | -9.6% | 3,497 | -3.2% | 0.48% | -13.3% |
| Q4 2021 | $920,000 | +2.0% | 3,611 | -5.3% | 0.56% | -10.2% |
| Q3 2021 | $902,000 | +9.7% | 3,812 | +10.0% | 0.62% | +9.2% |
| Q2 2021 | $822,000 | +9.0% | 3,465 | +1.7% | 0.57% | -14.5% |
| Q1 2021 | $754,000 | +7.6% | 3,406 | +0.4% | 0.66% | +2.3% |
| Q4 2020 | $701,000 | – | 3,392 | – | 0.65% | – |
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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% |