VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,338 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,857,390 | -3.2% | 13,722 | +2.3% | 1.33% | +1.3% |
Q2 2023 | $2,952,927 | +11.0% | 13,413 | +6.3% | 1.31% | +5.1% |
Q1 2023 | $2,660,460 | +4.2% | 12,614 | +0.7% | 1.25% | +0.2% |
Q4 2022 | $2,552,850 | -0.5% | 12,526 | -8.2% | 1.25% | -3.5% |
Q3 2022 | $2,566,000 | -8.5% | 13,650 | -4.1% | 1.29% | +0.2% |
Q2 2022 | $2,804,000 | -37.1% | 14,235 | -24.0% | 1.29% | -26.4% |
Q1 2022 | $4,455,000 | -15.1% | 18,732 | -9.0% | 1.75% | -9.6% |
Q4 2021 | $5,246,000 | +9.0% | 20,590 | +1.3% | 1.94% | -1.3% |
Q3 2021 | $4,814,000 | +0.2% | 20,333 | +0.5% | 1.96% | -2.3% |
Q2 2021 | $4,802,000 | +6.0% | 20,233 | -1.2% | 2.01% | +3.8% |
Q1 2021 | $4,531,000 | +38.3% | 20,472 | +29.2% | 1.94% | +22.2% |
Q4 2020 | $3,277,000 | +44.6% | 15,849 | +23.3% | 1.58% | +24.7% |
Q3 2020 | $2,266,000 | +3.1% | 12,854 | -4.2% | 1.27% | -2.4% |
Q2 2020 | $2,198,000 | +28.5% | 13,412 | +3.3% | 1.30% | +6.5% |
Q1 2020 | $1,710,000 | -15.8% | 12,988 | +13.9% | 1.22% | +4.4% |
Q4 2019 | $2,032,000 | +9.5% | 11,405 | +3.0% | 1.17% | +0.4% |
Q3 2019 | $1,856,000 | -6.0% | 11,073 | -6.3% | 1.16% | -0.2% |
Q2 2019 | $1,975,000 | +1.1% | 11,816 | -2.8% | 1.17% | -3.2% |
Q1 2019 | $1,954,000 | +24.9% | 12,156 | +7.4% | 1.20% | +9.8% |
Q4 2018 | $1,564,000 | -13.9% | 11,320 | +2.4% | 1.10% | -3.6% |
Q3 2018 | $1,816,000 | +6.4% | 11,060 | +2.2% | 1.14% | +0.6% |
Q2 2018 | $1,707,000 | +7.1% | 10,827 | +4.7% | 1.13% | +7.9% |
Q1 2018 | $1,594,000 | +6.1% | 10,340 | +6.6% | 1.05% | +6.9% |
Q4 2017 | $1,502,000 | +12.9% | 9,703 | +7.3% | 0.98% | +10.1% |
Q3 2017 | $1,330,000 | +0.7% | 9,047 | -2.4% | 0.89% | -0.6% |
Q2 2017 | $1,321,000 | +14.2% | 9,269 | +11.6% | 0.90% | +10.4% |
Q1 2017 | $1,157,000 | +123.4% | 8,309 | +111.2% | 0.81% | +107.4% |
Q4 2016 | $518,000 | – | 3,935 | – | 0.39% | – |
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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% |