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 | $2,675,259 | -6.4% | 12,847 | -1.1% | 1.40% | -2.4% |
| Q2 2023 | $2,859,218 | +4.3% | 12,987 | -0.0% | 1.44% | +0.6% |
| Q1 2023 | $2,740,273 | +5.6% | 12,992 | +2.0% | 1.43% | -1.6% |
| Q4 2022 | $2,594,909 | +37.7% | 12,732 | +42.3% | 1.45% | +39.7% |
| Q3 2022 | $1,884,000 | +7.2% | 8,948 | +0.3% | 1.04% | +2.3% |
| Q2 2022 | $1,757,000 | -16.5% | 8,922 | +0.9% | 1.02% | +15.4% |
| Q1 2022 | $2,104,000 | -7.1% | 8,846 | -0.5% | 0.88% | -4.7% |
| Q4 2021 | $2,265,000 | – | 8,892 | – | 0.92% | – |
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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% |