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 | $2,632,655 | -1.1% | 12,642 | +4.6% | 0.45% | -1.8% |
| Q2 2023 | $2,661,378 | +68.5% | 12,088 | +61.4% | 0.46% | +64.6% |
| Q1 2023 | $1,579,866 | +5.5% | 7,490 | +1.9% | 0.28% | -3.8% |
| Q4 2022 | $1,497,663 | +11.6% | 7,348 | +2.9% | 0.29% | +15.2% |
| Q3 2022 | $1,342,000 | +2.1% | 7,139 | +7.0% | 0.25% | +4.2% |
| Q2 2022 | $1,315,000 | -8.4% | 6,675 | +10.7% | 0.24% | -61.2% |
| Q1 2022 | $1,435,000 | -27.0% | 6,032 | -21.8% | 0.62% | -26.7% |
| Q4 2021 | $1,966,000 | – | 7,718 | – | 0.84% | – |
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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% |