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 | $2,219,326 | -2.2% | 10,658 | +3.4% | 1.13% | +1.2% |
| Q2 2023 | $2,269,606 | +0.0% | 10,309 | -4.2% | 1.12% | -4.0% |
| Q1 2023 | $2,268,745 | +6.4% | 10,757 | +2.9% | 1.16% | +12.2% |
| Q4 2022 | $2,131,502 | +9.8% | 10,458 | +1.2% | 1.04% | -18.6% |
| Q3 2022 | $1,942,000 | -2.6% | 10,331 | +2.1% | 1.27% | -4.9% |
| Q2 2022 | $1,993,000 | -12.7% | 10,118 | +5.4% | 1.34% | -8.0% |
| Q1 2022 | $2,283,000 | +0.2% | 9,600 | +7.3% | 1.46% | -0.2% |
| Q4 2021 | $2,279,000 | +13.0% | 8,943 | +5.0% | 1.46% | -1.0% |
| Q3 2021 | $2,017,000 | +5.9% | 8,521 | +6.1% | 1.47% | +2.9% |
| Q2 2021 | $1,905,000 | +15.5% | 8,028 | +7.8% | 1.43% | +4.8% |
| Q1 2021 | $1,649,000 | +13.9% | 7,450 | +6.4% | 1.37% | -0.5% |
| Q4 2020 | $1,448,000 | – | 7,004 | – | 1.37% | – |
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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% |