VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 50 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $212,674 | -32.0% | 1,021 | -28.1% | 0.19% | -26.7% |
| Q2 2023 | $312,640 | +6.3% | 1,420 | +1.8% | 0.26% | +2.8% |
| Q1 2023 | $294,147 | +3.6% | 1,395 | +0.1% | 0.25% | +0.8% |
| Q4 2022 | $283,988 | +9.2% | 1,393 | +0.5% | 0.25% | -2.8% |
| Q3 2022 | $260,000 | +120.3% | 1,386 | +130.6% | 0.25% | +153.0% |
| Q2 2022 | $118,000 | +28.3% | 601 | +55.3% | 0.10% | +31.6% |
| Q3 2021 | $92,000 | +3.4% | 387 | +3.2% | 0.08% | -5.0% |
| Q2 2021 | $89,000 | +7.2% | 375 | 0.0% | 0.08% | -7.0% |
| Q1 2021 | $83,000 | – | 375 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fidato Wealth LLC | 101,763 | $19,145,000 | 26.17% |
| Divergent Planning, LLC | 106,533 | $20,026,000 | 14.74% |
| BCK Partners, Inc. | 107,851 | $20,274,000 | 14.66% |
| JMG Financial Group, Ltd. | 1,137,454 | $213,819,000 | 13.89% |
| TL Private Wealth | 117,203 | $22,325,000 | 13.86% |
| Northwest Quadrant Wealth Management, LLC | 210,955 | $39,655,000 | 13.01% |
| Axiom Financial Strategies, LLC | 123,884 | $23,288,000 | 12.38% |
| Stone Asset Management Inc. | 95,885 | $18,024,000 | 11.76% |
| Riverpoint Wealth Management Holdings, LLC | 146,459 | $27,531,000 | 11.71% |
| Ballast, Inc. | 122,698 | $23,064,000 | 11.27% |