VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,600 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.37 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,855 | +1.4% | 26,596 | -2.8% | 4.22% | -2.2% |
| Q1 2023 | $5,774 | -8.9% | 27,375 | -11.9% | 4.32% | -6.1% |
| Q4 2022 | $6,335 | -99.9% | 31,083 | -3.8% | 4.60% | -1.0% |
| Q3 2022 | $6,595,000 | -5.6% | 32,295 | -6.1% | 4.64% | +1.8% |
| Q2 2022 | $6,986,000 | -6.2% | 34,381 | +9.3% | 4.56% | -6.0% |
| Q1 2022 | $7,444,000 | -6.4% | 31,443 | +0.7% | 4.85% | +5.4% |
| Q4 2021 | $7,951,000 | – | 31,209 | – | 4.60% | – |
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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% |