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 | $2,659,174 | -26.9% | 12,770 | -22.7% | 0.40% | -15.5% |
| Q2 2023 | $3,636,751 | +3.2% | 16,519 | -1.2% | 0.47% | +1.7% |
| Q1 2023 | $3,525,370 | +3.1% | 16,714 | -0.4% | 0.46% | -2.5% |
| Q4 2022 | $3,419,681 | +5.4% | 16,779 | -2.8% | 0.48% | -9.2% |
| Q3 2022 | $3,246,000 | -7.7% | 17,270 | -3.3% | 0.52% | -3.0% |
| Q2 2022 | $3,516,000 | -17.8% | 17,851 | -0.8% | 0.54% | -6.4% |
| Q1 2022 | $4,279,000 | -7.1% | 17,991 | -0.5% | 0.58% | -5.9% |
| Q4 2021 | $4,604,000 | +4.3% | 18,073 | +2.2% | 0.61% | +2.7% |
| Q3 2021 | $4,415,000 | +2.9% | 17,679 | -2.2% | 0.60% | +1.0% |
| Q2 2021 | $4,289,000 | +6.7% | 18,070 | -0.5% | 0.59% | -1.0% |
| Q1 2021 | $4,020,000 | +3.6% | 18,160 | -3.2% | 0.60% | -10.9% |
| Q4 2020 | $3,879,000 | – | 18,758 | – | 0.67% | – |
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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% |