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 | $7,401,252 | -5.5% | 35,542 | -0.1% | 4.98% | -1.7% |
| Q2 2023 | $7,829,564 | +6.1% | 35,563 | +1.6% | 5.07% | -2.5% |
| Q1 2023 | $7,380,784 | +149.7% | 34,993 | +141.3% | 5.20% | +120.3% |
| Q4 2022 | $2,956,063 | -46.2% | 14,504 | -50.4% | 2.36% | -56.0% |
| Q3 2022 | $5,499,000 | +1.3% | 29,256 | +6.2% | 5.36% | +10.3% |
| Q2 2022 | $5,429,000 | -11.6% | 27,560 | +6.8% | 4.86% | -2.5% |
| Q1 2022 | $6,140,000 | +21.8% | 25,817 | +30.5% | 4.99% | +10.4% |
| Q4 2021 | $5,040,000 | – | 19,784 | – | 4.52% | – |
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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% |