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 | $1,049,738 | -3.0% | 5,041 | +2.5% | 0.07% | 0.0% |
| Q2 2023 | $1,082,527 | +9.1% | 4,917 | +4.6% | 0.07% | +2.9% |
| Q1 2023 | $991,957 | +3.9% | 4,703 | +0.4% | 0.07% | -1.4% |
| Q4 2022 | $954,442 | +5.3% | 4,683 | -2.8% | 0.07% | -2.8% |
| Q3 2022 | $906,000 | +20.3% | 4,820 | +26.2% | 0.07% | +24.1% |
| Q2 2022 | $753,000 | -15.8% | 3,820 | +1.6% | 0.06% | -4.9% |
| Q1 2022 | $894,000 | -3.8% | 3,760 | +3.1% | 0.06% | +3.4% |
| Q4 2021 | $929,000 | +12.2% | 3,647 | +4.3% | 0.06% | 0.0% |
| Q3 2021 | $828,000 | -0.4% | 3,497 | -0.0% | 0.06% | +1.7% |
| Q2 2021 | $831,000 | +13.8% | 3,498 | +6.1% | 0.06% | +5.5% |
| Q1 2021 | $730,000 | +28.3% | 3,298 | +19.8% | 0.06% | +22.2% |
| Q4 2020 | $569,000 | +36.1% | 2,754 | +16.2% | 0.04% | +18.4% |
| Q3 2020 | $418,000 | +7.7% | 2,370 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $388,000 | +28.9% | 2,370 | +3.5% | 0.04% | +35.7% |
| Q1 2020 | $301,000 | -23.0% | 2,289 | +4.3% | 0.03% | -6.7% |
| Q4 2019 | $391,000 | +21.4% | 2,195 | +14.4% | 0.03% | +15.4% |
| Q3 2019 | $322,000 | +15.4% | 1,919 | +15.0% | 0.03% | +13.0% |
| Q2 2019 | $279,000 | +163.2% | 1,669 | +152.9% | 0.02% | +155.6% |
| Q1 2019 | $106,000 | +29.3% | 660 | +11.3% | 0.01% | +12.5% |
| Q4 2018 | $82,000 | -15.5% | 593 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $97,000 | -2.0% | 593 | -5.4% | 0.01% | -11.1% |
| Q2 2018 | $99,000 | +5.3% | 627 | +2.5% | 0.01% | 0.0% |
| Q1 2018 | $94,000 | +3.3% | 612 | +4.6% | 0.01% | +12.5% |
| Q4 2017 | $91,000 | +5.8% | 585 | 0.0% | 0.01% | -11.1% |
| Q3 2017 | $86,000 | +3.6% | 585 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $83,000 | +10.7% | 585 | +8.3% | 0.01% | +12.5% |
| Q1 2017 | $75,000 | +5.6% | 540 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $71,000 | +407.1% | 540 | +414.3% | 0.01% | +300.0% |
| Q3 2016 | $14,000 | – | 105 | – | 0.00% | – |
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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% |