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 | $308,403 | -10.5% | 1,481 | -5.4% | 0.04% | -2.4% |
| Q2 2023 | $344,771 | +4.4% | 1,566 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $330,301 | +1.9% | 1,566 | -1.6% | 0.04% | -10.9% |
| Q4 2022 | $324,262 | +8.4% | 1,591 | 0.0% | 0.05% | -32.4% |
| Q3 2022 | $299,000 | -36.8% | 1,591 | -20.1% | 0.07% | +58.1% |
| Q1 2022 | $473,000 | -6.7% | 1,991 | 0.0% | 0.04% | -8.5% |
| Q4 2021 | $507,000 | +115.7% | 1,991 | +100.3% | 0.05% | +95.8% |
| Q3 2021 | $235,000 | -3.3% | 994 | -2.9% | 0.02% | -4.0% |
| Q2 2021 | $243,000 | +14.1% | 1,024 | -0.9% | 0.02% | +8.7% |
| Q1 2021 | $213,000 | -0.5% | 1,033 | 0.0% | 0.02% | -4.2% |
| Q4 2020 | $214,000 | – | 1,033 | – | 0.02% | – |
Download | ||||||
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% |