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 | $483,325 | -4.2% | 2,321 | +1.3% | 0.36% | -1.1% |
| Q2 2023 | $504,387 | +161562.5% | 2,291 | +49.7% | 0.36% | +59.3% |
| Q4 2022 | $312 | -99.9% | 1,530 | +1.3% | 0.23% | -11.4% |
| Q3 2022 | $284,000 | -2.7% | 1,510 | +2.0% | 0.26% | +5.4% |
| Q2 2022 | $292,000 | -17.0% | 1,480 | 0.0% | 0.24% | -1.2% |
| Q1 2022 | $352,000 | -27.7% | 1,480 | -22.5% | 0.24% | -25.3% |
| Q4 2021 | $487,000 | +7.7% | 1,910 | 0.0% | 0.33% | -5.2% |
| Q3 2021 | $452,000 | +2.5% | 1,910 | +2.8% | 0.35% | +2.7% |
| Q2 2021 | $441,000 | +0.2% | 1,858 | -6.6% | 0.34% | -7.9% |
| Q1 2021 | $440,000 | +3.8% | 1,990 | -2.9% | 0.37% | -2.7% |
| Q4 2020 | $424,000 | +14.6% | 2,050 | -2.4% | 0.38% | +0.5% |
| Q3 2020 | $370,000 | -78.5% | 2,100 | -80.0% | 0.37% | -4.8% |
| Q2 2020 | $1,720,000 | +41.0% | 10,500 | +13.2% | 0.39% | +20.9% |
| Q1 2020 | $1,220,000 | +64.2% | 9,275 | +122.3% | 0.32% | -56.9% |
| Q4 2019 | $743,000 | +6.4% | 4,172 | +0.1% | 0.75% | -7.1% |
| Q3 2019 | $698,000 | +15.6% | 4,167 | +15.4% | 0.81% | +14.0% |
| Q2 2019 | $604,000 | +4.0% | 3,612 | 0.0% | 0.71% | -2.2% |
| Q1 2019 | $581,000 | +22.1% | 3,612 | +4.9% | 0.73% | +18.0% |
| Q4 2018 | $476,000 | -15.8% | 3,442 | 0.0% | 0.62% | -5.5% |
| Q3 2018 | $565,000 | +4.1% | 3,442 | 0.0% | 0.65% | +3.2% |
| Q2 2018 | $543,000 | +3.4% | 3,442 | +1.0% | 0.63% | +5.3% |
| Q1 2018 | $525,000 | -32.0% | 3,407 | -31.7% | 0.60% | -27.9% |
| Q4 2017 | $772,000 | +5.3% | 4,987 | 0.0% | 0.83% | -0.7% |
| Q3 2017 | $733,000 | +1.1% | 4,987 | -2.0% | 0.84% | -0.9% |
| Q2 2017 | $725,000 | +2.4% | 5,087 | 0.0% | 0.85% | 0.0% |
| Q1 2017 | $708,000 | -79.1% | 5,087 | -80.3% | 0.85% | +2.2% |
| Q4 2016 | $3,395,000 | +475.4% | 25,775 | +465.4% | 0.83% | +8.8% |
| Q3 2016 | $590,000 | +34.7% | 4,559 | +28.6% | 0.76% | +28.7% |
| Q2 2016 | $438,000 | +2.3% | 3,545 | +0.5% | 0.59% | -2.0% |
| Q1 2016 | $428,000 | – | 3,528 | – | 0.60% | – |
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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% |