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 | $39,198,265 | -8.7% | 188,236 | -3.4% | 3.43% | -2.0% |
| Q2 2023 | $42,910,726 | -16.8% | 194,907 | -20.3% | 3.50% | -15.5% |
| Q1 2023 | $51,553,700 | +0.8% | 244,423 | -2.6% | 4.14% | -2.5% |
| Q4 2022 | $51,131,241 | +86.7% | 250,877 | +72.2% | 4.25% | +72.3% |
| Q3 2022 | $27,384,000 | -4.9% | 145,677 | -0.4% | 2.46% | -3.8% |
| Q2 2022 | $28,808,000 | -16.6% | 146,254 | +0.7% | 2.56% | +4.4% |
| Q1 2022 | $34,547,000 | -14.6% | 145,255 | -8.6% | 2.45% | -12.0% |
| Q4 2021 | $40,469,000 | +8.9% | 158,846 | +1.2% | 2.79% | -5.9% |
| Q3 2021 | $37,173,000 | -3.7% | 157,005 | -3.4% | 2.96% | -5.7% |
| Q2 2021 | $38,589,000 | -0.2% | 162,581 | -6.9% | 3.14% | -10.6% |
| Q1 2021 | $38,653,000 | +0.4% | 174,632 | -6.2% | 3.52% | -4.1% |
| Q4 2020 | $38,506,000 | +3.2% | 186,224 | -12.0% | 3.67% | -5.7% |
| Q3 2020 | $37,306,000 | +5.3% | 211,651 | -2.0% | 3.89% | +4.9% |
| Q2 2020 | $35,412,000 | +180.3% | 216,047 | +125.1% | 3.70% | +141.5% |
| Q1 2020 | $12,634,000 | +4649.6% | 95,963 | +6318.9% | 1.53% | +6872.7% |
| Q4 2019 | $266,000 | -10.7% | 1,495 | -34.0% | 0.02% | -51.1% |
| Q4 2016 | $298,000 | – | 2,265 | – | 0.04% | – |
Download | ||||||
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% |