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 | $1,098,050 | -2.1% | 5,273 | +3.5% | 0.38% | -0.3% |
| Q2 2023 | $1,121,715 | +3.9% | 5,095 | -0.5% | 0.38% | -10.6% |
| Q1 2023 | $1,080,121 | +4.2% | 5,121 | +0.7% | 0.42% | +6.0% |
| Q4 2022 | $1,036,781 | +8.1% | 5,087 | -0.3% | 0.40% | -15.1% |
| Q3 2022 | $958,698 | -8.0% | 5,100 | -3.6% | 0.47% | -1.1% |
| Q2 2022 | $1,042,562 | -13.2% | 5,293 | +4.8% | 0.48% | -4.8% |
| Q1 2022 | $1,201,092 | +5.4% | 5,050 | +13.0% | 0.50% | +7.1% |
| Q4 2021 | $1,139,077 | +17.3% | 4,471 | +9.0% | 0.47% | +4.7% |
| Q3 2021 | $971,426 | +1.7% | 4,103 | +1.9% | 0.45% | -1.1% |
| Q2 2021 | $955,571 | +8.8% | 4,026 | +1.5% | 0.45% | -9.6% |
| Q1 2021 | $878,277 | +14.5% | 3,968 | +6.9% | 0.50% | -3.5% |
| Q4 2020 | $767,323 | – | 3,711 | – | 0.52% | – |
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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% |