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 | $2,051,549 | +23.0% | 8,818 | +10.1% | 0.76% | +14.1% |
| Q3 2023 | $1,667,378 | -3.9% | 8,007 | +1.7% | 0.67% | -0.7% |
| Q2 2023 | $1,734,201 | +0.5% | 7,877 | -3.8% | 0.67% | -4.3% |
| Q1 2023 | $1,726,168 | +0.8% | 8,184 | -2.6% | 0.70% | +5.6% |
| Q4 2022 | $1,712,208 | +7.4% | 8,401 | -0.9% | 0.67% | -2.2% |
| Q3 2022 | $1,594,000 | -2.1% | 8,480 | +2.6% | 0.68% | +0.7% |
| Q2 2022 | $1,628,000 | -11.8% | 8,267 | +6.5% | 0.68% | +0.7% |
| Q1 2022 | $1,845,000 | +14.2% | 7,759 | +22.4% | 0.67% | +19.0% |
| Q4 2021 | $1,615,000 | – | 6,339 | – | 0.56% | – |
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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% |