VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,575 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $371,215 | +3.5% | 1,760 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $358,702 | +9.0% | 1,760 | +0.6% | 0.02% | 0.0% |
| Q3 2022 | $329,000 | -9.9% | 1,750 | -5.6% | 0.02% | -11.1% |
| Q2 2022 | $365,000 | -24.4% | 1,854 | -8.7% | 0.02% | -14.3% |
| Q1 2022 | $483,000 | -21.5% | 2,030 | -15.9% | 0.02% | -16.0% |
| Q4 2021 | $615,000 | -1.8% | 2,415 | 0.0% | 0.02% | -7.4% |
| Q3 2021 | $626,000 | +9.2% | 2,415 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $573,000 | +5.3% | 2,415 | -1.7% | 0.03% | -3.6% |
| Q1 2021 | $544,000 | +37.7% | 2,458 | +28.8% | 0.03% | +33.3% |
| Q4 2020 | $395,000 | -31.9% | 1,909 | -42.0% | 0.02% | -40.0% |
| Q3 2020 | $580,000 | +6.8% | 3,290 | -0.7% | 0.04% | 0.0% |
| Q2 2020 | $543,000 | +28.7% | 3,312 | +3.2% | 0.04% | +9.4% |
| Q1 2020 | $422,000 | -24.9% | 3,208 | +1.6% | 0.03% | -3.0% |
| Q4 2019 | $562,000 | +6.2% | 3,157 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $529,000 | -5.4% | 3,157 | -5.6% | 0.03% | -5.7% |
| Q2 2019 | $559,000 | +4.1% | 3,343 | 0.0% | 0.04% | +2.9% |
| Q1 2019 | $537,000 | +16.2% | 3,343 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $462,000 | -15.8% | 3,343 | 0.0% | 0.03% | -2.9% |
| Q3 2018 | $549,000 | +4.2% | 3,343 | 0.0% | 0.04% | -2.8% |
| Q2 2018 | $527,000 | +2.3% | 3,343 | 0.0% | 0.04% | +2.9% |
| Q1 2018 | $515,000 | -1.7% | 3,343 | -1.3% | 0.04% | -2.8% |
| Q4 2017 | $524,000 | +5.6% | 3,387 | +0.3% | 0.04% | 0.0% |
| Q3 2017 | $496,000 | +3.1% | 3,378 | 0.0% | 0.04% | -5.3% |
| Q2 2017 | $481,000 | +3.0% | 3,378 | +0.7% | 0.04% | -2.6% |
| Q1 2017 | $467,000 | +5.7% | 3,356 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $442,000 | -0.2% | 3,356 | -2.0% | 0.04% | -2.5% |
| Q3 2016 | $443,000 | +5.0% | 3,425 | +0.4% | 0.04% | -2.4% |
| Q2 2016 | $422,000 | +2.4% | 3,412 | +0.4% | 0.04% | 0.0% |
| Q1 2016 | $412,000 | +1.2% | 3,399 | +0.2% | 0.04% | -2.4% |
| Q4 2015 | $407,000 | +3.3% | 3,391 | +0.5% | 0.04% | -2.3% |
| Q3 2015 | $394,000 | -12.6% | 3,375 | -4.7% | 0.04% | -4.4% |
| Q2 2015 | $451,000 | – | 3,541 | – | 0.04% | – |
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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% |