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 | $624,720 | -7.1% | 3,000 | -1.8% | 0.14% | -4.2% |
| Q2 2023 | $672,589 | -28.2% | 3,055 | -31.2% | 0.14% | -31.1% |
| Q1 2023 | $936,907 | +3.5% | 4,442 | 0.0% | 0.21% | +0.5% |
| Q4 2022 | $905,324 | +8.4% | 4,442 | 0.0% | 0.21% | -8.0% |
| Q3 2022 | $835,000 | -5.0% | 4,442 | -0.4% | 0.23% | +0.9% |
| Q2 2022 | $879,000 | -21.9% | 4,462 | -5.7% | 0.22% | -3.9% |
| Q1 2022 | $1,125,000 | -21.5% | 4,732 | -15.9% | 0.23% | -20.2% |
| Q4 2021 | $1,433,000 | +7.7% | 5,626 | +0.1% | 0.29% | -1.4% |
| Q3 2021 | $1,331,000 | -0.2% | 5,622 | 0.0% | 0.30% | -7.2% |
| Q2 2021 | $1,334,000 | +5.0% | 5,622 | -2.1% | 0.32% | -9.9% |
| Q1 2021 | $1,271,000 | +5.1% | 5,741 | -1.8% | 0.35% | -4.6% |
| Q4 2020 | $1,209,000 | +86.9% | 5,849 | +59.4% | 0.37% | +57.2% |
| Q3 2020 | $647,000 | -5.1% | 3,669 | -11.8% | 0.24% | -7.8% |
| Q2 2020 | $682,000 | +24.2% | 4,162 | -0.3% | 0.26% | +5.3% |
| Q1 2020 | $549,000 | -28.9% | 4,173 | -3.7% | 0.24% | -11.3% |
| Q4 2019 | $772,000 | -19.1% | 4,333 | -23.9% | 0.27% | -25.1% |
| Q3 2019 | $954,000 | -2.8% | 5,693 | -3.0% | 0.37% | -8.7% |
| Q2 2019 | $981,000 | +4.0% | 5,868 | 0.0% | 0.40% | -2.7% |
| Q1 2019 | $943,000 | +16.3% | 5,868 | 0.0% | 0.41% | +6.5% |
| Q4 2018 | $811,000 | -15.8% | 5,868 | 0.0% | 0.39% | -6.7% |
| Q3 2018 | $963,000 | +4.1% | 5,868 | 0.0% | 0.42% | -1.9% |
| Q2 2018 | $925,000 | +3.4% | 5,868 | +1.1% | 0.42% | +3.2% |
| Q1 2018 | $895,000 | +8.6% | 5,804 | +9.0% | 0.41% | +10.8% |
| Q4 2017 | $824,000 | -43.4% | 5,326 | -46.2% | 0.37% | -46.8% |
| Q3 2017 | $1,456,000 | +33.8% | 9,902 | +29.7% | 0.70% | -35.9% |
| Q2 2017 | $1,088,000 | +41.9% | 7,632 | +38.5% | 1.08% | +148.9% |
| Q1 2017 | $767,000 | – | 5,511 | – | 0.44% | – |
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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% |