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 | $673,397 | -8.4% | 3,234 | -3.1% | 0.44% | -7.5% |
| Q2 2023 | $735,223 | -15.1% | 3,339 | -18.7% | 0.48% | -11.0% |
| Q1 2023 | $866,235 | +1.9% | 4,107 | -1.6% | 0.54% | -4.1% |
| Q4 2022 | $850,371 | +78.3% | 4,172 | +64.7% | 0.56% | +65.2% |
| Q3 2022 | $477,000 | +2.1% | 2,533 | +6.9% | 0.34% | -5.3% |
| Q2 2022 | $467,000 | -14.0% | 2,370 | +3.7% | 0.36% | -4.8% |
| Q1 2022 | $543,000 | -4.1% | 2,285 | +2.8% | 0.38% | -1.6% |
| Q4 2021 | $566,000 | +7.8% | 2,223 | +0.2% | 0.38% | -17.0% |
| Q3 2021 | $525,000 | +2.9% | 2,219 | +3.3% | 0.46% | -12.0% |
| Q2 2021 | $510,000 | – | 2,148 | – | 0.52% | – |
Download | ||||||
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% |