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 | $27,263,827 | -3.4% | 130,925 | +2.1% | 11.07% | -1.0% |
| Q2 2023 | $28,217,852 | +125.1% | 128,170 | +115.6% | 11.18% | +48.0% |
| Q1 2023 | $12,537,009 | +17.9% | 59,440 | +14.0% | 7.56% | +7.1% |
| Q4 2022 | $10,629,726 | +22.8% | 52,155 | +13.2% | 7.06% | -9.3% |
| Q3 2022 | $8,658,362 | +0.8% | 46,060 | +5.6% | 7.78% | +11.3% |
| Q2 2022 | $8,588,729 | -15.1% | 43,604 | +2.5% | 6.99% | -15.6% |
| Q1 2022 | $10,120,367 | +7.9% | 42,551 | +15.6% | 8.28% | +6.6% |
| Q4 2021 | $9,376,907 | – | 36,805 | – | 7.76% | – |
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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% |