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 | $685,194 | -7.7% | 3,290 | -2.4% | 0.31% | -14.5% |
| Q2 2023 | $742,354 | +4.5% | 3,372 | +0.1% | 0.36% | -0.8% |
| Q1 2023 | $710,660 | +3.6% | 3,369 | +0.1% | 0.37% | +1.7% |
| Q4 2022 | $686,191 | -18.7% | 3,367 | -25.0% | 0.36% | -22.0% |
| Q3 2022 | $844,000 | +46.8% | 4,488 | +53.7% | 0.46% | +61.7% |
| Q2 2022 | $575,000 | -17.7% | 2,920 | -0.6% | 0.29% | -0.3% |
| Q1 2022 | $699,000 | -16.1% | 2,937 | -10.2% | 0.29% | -21.7% |
| Q4 2021 | $833,000 | +7.6% | 3,269 | +0.0% | 0.37% | -11.5% |
| Q3 2021 | $774,000 | +0.4% | 3,268 | +0.6% | 0.42% | -0.2% |
| Q2 2021 | $771,000 | +10.0% | 3,250 | +2.7% | 0.42% | -13.1% |
| Q1 2021 | $701,000 | +20.0% | 3,165 | +12.1% | 0.48% | -5.5% |
| Q4 2020 | $584,000 | – | 2,823 | – | 0.51% | – |
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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% |