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 | $1,471,352 | -14.9% | 7,066 | -10.1% | 2.26% | -6.0% |
| Q2 2023 | $1,729,779 | +3.5% | 7,857 | -0.8% | 2.40% | -1.6% |
| Q1 2023 | $1,671,185 | -4.0% | 7,923 | -7.3% | 2.44% | -7.3% |
| Q4 2022 | $1,741,342 | +3.2% | 8,544 | -4.8% | 2.63% | +2.4% |
| Q3 2022 | $1,687,538 | -10.8% | 8,977 | -6.5% | 2.57% | +11.8% |
| Q2 2022 | $1,891,000 | -23.3% | 9,600 | -7.4% | 2.30% | -9.8% |
| Q1 2022 | $2,465,000 | -9.7% | 10,365 | -3.3% | 2.55% | -4.2% |
| Q4 2021 | $2,731,000 | – | 10,719 | – | 2.66% | – |
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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% |