VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 50 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $11,501,790 | +13.4% | 49,440 | +1.5% | 7.54% | +1.9% |
| Q3 2023 | $10,143,560 | -5.0% | 48,711 | +0.2% | 7.40% | -2.3% |
| Q2 2023 | $10,673,990 | +3.1% | 48,606 | -0.9% | 7.57% | -0.2% |
| Q1 2023 | $10,349,793 | +105424.0% | 49,070 | +2.1% | 7.59% | -3.2% |
| Q4 2022 | $9,808 | -99.9% | 48,067 | +4.9% | 7.84% | -1.2% |
| Q3 2022 | $8,614,000 | -16.7% | 45,823 | -0.2% | 7.94% | -6.2% |
| Q2 2022 | $10,346,000 | – | 45,937 | – | 8.46% | – |
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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% |