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 | $3,834,212 | +318.0% | 18,399 | +323.2% | 1.08% | +94.9% |
| Q1 2023 | $917,218 | +49.4% | 4,348 | +44.3% | 0.55% | +204.4% |
| Q4 2022 | $614,088 | -59.4% | 3,013 | -62.6% | 0.18% | -63.0% |
| Q3 2022 | $1,513,000 | +8.1% | 8,046 | +13.3% | 0.49% | +0.8% |
| Q2 2022 | $1,399,000 | -0.4% | 7,099 | +20.2% | 0.49% | -7.4% |
| Q1 2022 | $1,405,000 | -20.8% | 5,904 | -15.1% | 0.53% | -18.8% |
| Q4 2021 | $1,774,000 | -0.1% | 6,956 | -7.2% | 0.65% | -17.2% |
| Q3 2021 | $1,776,000 | +36.4% | 7,494 | +36.6% | 0.78% | +3.6% |
| Q2 2021 | $1,302,000 | +196.6% | 5,485 | +176.9% | 0.76% | +105.1% |
| Q1 2021 | $439,000 | – | 1,981 | – | 0.37% | – |
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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% |