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 | $6,898,784 | -7.3% | 33,129 | -2.0% | 6.02% | -2.0% |
| Q2 2023 | $7,440,087 | +5.1% | 33,794 | +0.7% | 6.14% | +1.2% |
| Q1 2023 | $7,078,690 | -2.9% | 33,561 | -6.2% | 6.06% | -1.0% |
| Q4 2022 | $7,293,347 | +7.5% | 35,785 | -0.8% | 6.12% | -0.3% |
| Q3 2022 | $6,783,000 | +28.4% | 36,084 | +34.6% | 6.14% | +22.9% |
| Q2 2022 | $5,281,000 | -17.0% | 26,809 | +0.2% | 5.00% | -14.2% |
| Q1 2022 | $6,365,000 | -7.9% | 26,761 | -1.3% | 5.83% | -3.2% |
| Q4 2021 | $6,909,000 | +10.0% | 27,118 | +2.2% | 6.02% | +1.1% |
| Q3 2021 | $6,280,000 | +3.8% | 26,525 | -3.0% | 5.95% | -0.3% |
| Q1 2021 | $6,052,000 | – | 27,343 | – | 5.97% | – |
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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% |