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 | $7,313,158 | +343.5% | 35,119 | +368.9% | 0.24% | +317.2% |
| Q2 2023 | $1,648,975 | +1.7% | 7,490 | -2.6% | 0.06% | 0.0% |
| Q1 2023 | $1,621,952 | +3.1% | 7,690 | -0.4% | 0.06% | -3.3% |
| Q4 2022 | $1,573,799 | +8.4% | 7,722 | 0.0% | 0.06% | 0.0% |
| Q3 2022 | $1,452,000 | +17.1% | 7,722 | +22.7% | 0.06% | +22.4% |
| Q2 2022 | $1,240,000 | -16.8% | 6,293 | +0.4% | 0.05% | -2.0% |
| Q1 2022 | $1,491,000 | -6.6% | 6,270 | 0.0% | 0.05% | -2.0% |
| Q4 2021 | $1,597,000 | +7.6% | 6,270 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $1,484,000 | +1.6% | 6,270 | +1.9% | 0.05% | +2.0% |
| Q2 2021 | $1,461,000 | +44.9% | 6,155 | +35.1% | 0.05% | +35.1% |
| Q1 2021 | $1,008,000 | +7.0% | 4,556 | 0.0% | 0.04% | -14.0% |
| Q4 2020 | $942,000 | +357.3% | 4,556 | +289.4% | 0.04% | +290.9% |
| Q3 2020 | $206,000 | +1.0% | 1,170 | -6.0% | 0.01% | 0.0% |
| Q2 2020 | $204,000 | – | 1,245 | – | 0.01% | – |
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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% |