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 | $9,776,452 | -7.1% | 46,948 | -1.8% | 1.31% | -3.3% |
| Q2 2023 | $10,524,088 | +0.1% | 47,802 | -4.1% | 1.35% | -10.4% |
| Q1 2023 | $10,508,456 | -0.2% | 49,822 | -1.0% | 1.51% | -1.5% |
| Q4 2022 | $10,530,631 | -5.6% | 50,328 | -15.2% | 1.53% | -14.2% |
| Q3 2022 | $11,156,000 | -21.2% | 59,346 | -14.8% | 1.79% | -16.0% |
| Q2 2022 | $14,154,000 | -16.7% | 69,659 | -2.4% | 2.13% | -2.7% |
| Q1 2022 | $16,982,000 | -17.0% | 71,403 | -19.0% | 2.18% | -18.6% |
| Q4 2021 | $20,468,000 | -23.8% | 88,198 | -22.3% | 2.68% | -21.7% |
| Q3 2021 | $26,869,000 | -5.5% | 113,486 | -5.3% | 3.43% | -5.2% |
| Q2 2021 | $28,430,000 | +2.9% | 119,782 | -4.0% | 3.62% | -7.5% |
| Q1 2021 | $27,626,000 | -0.7% | 124,814 | -7.2% | 3.91% | -11.4% |
| Q4 2020 | $27,815,000 | – | 134,520 | – | 4.41% | – |
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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% |