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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,130,737 | +22.4% | 9,159 | +9.6% | 1.45% | +12.2% |
| Q3 2023 | $1,740,678 | +0.1% | 8,359 | +5.9% | 1.29% | +1.1% |
| Q2 2023 | $1,738,163 | +5.0% | 7,895 | +0.6% | 1.28% | -1.5% |
| Q1 2023 | $1,654,667 | -19.4% | 7,845 | -15.9% | 1.30% | -21.4% |
| Q4 2022 | $2,052,347 | +27.2% | 9,328 | +8.6% | 1.65% | +8.3% |
| Q3 2022 | $1,614,000 | +6.0% | 8,588 | +11.2% | 1.53% | +7.1% |
| Q2 2022 | $1,522,000 | -8.8% | 7,725 | +9.7% | 1.43% | -0.8% |
| Q1 2022 | $1,668,000 | +28.2% | 7,041 | +19.4% | 1.44% | +12.4% |
| Q4 2021 | $1,301,000 | – | 5,899 | – | 1.28% | – |
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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% |