VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,579 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.25 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,814,608 | -17.7% | 8,714 | -13.0% | 0.49% | -14.5% |
| Q2 2023 | $2,204,688 | -46.0% | 10,014 | -48.3% | 0.57% | -46.6% |
| Q1 2023 | $4,081,431 | +3.5% | 19,352 | +0.0% | 1.07% | -8.5% |
| Q4 2022 | $3,943,846 | -12.0% | 19,351 | -18.9% | 1.17% | -17.4% |
| Q3 2022 | $4,484,000 | -6.0% | 23,851 | -1.5% | 1.42% | +0.6% |
| Q2 2022 | $4,768,000 | -22.1% | 24,224 | -5.9% | 1.41% | -7.9% |
| Q1 2022 | $6,123,000 | -6.6% | 25,754 | 0.0% | 1.53% | +0.6% |
| Q4 2021 | $6,559,000 | +5.2% | 25,754 | -2.2% | 1.52% | -6.6% |
| Q3 2021 | $6,235,000 | -0.3% | 26,340 | 0.0% | 1.63% | +0.4% |
| Q2 2021 | $6,251,000 | +7.3% | 26,340 | 0.0% | 1.62% | -0.2% |
| Q1 2021 | $5,828,000 | +7.0% | 26,340 | 0.0% | 1.63% | +1.5% |
| Q4 2020 | $5,446,000 | +17.4% | 26,340 | 0.0% | 1.60% | +3.8% |
| Q3 2020 | $4,640,000 | +7.5% | 26,340 | 0.0% | 1.54% | +1.5% |
| Q2 2020 | $4,317,000 | -4.8% | 26,340 | -23.6% | 1.52% | -21.6% |
| Q1 2020 | $4,533,000 | -32.0% | 34,455 | -8.1% | 1.94% | -13.7% |
| Q4 2019 | $6,671,000 | +6.3% | 37,476 | 0.0% | 2.25% | -0.9% |
| Q3 2019 | $6,277,000 | +9.1% | 37,476 | +8.8% | 2.27% | +5.0% |
| Q2 2019 | $5,754,000 | +4.0% | 34,440 | 0.0% | 2.16% | +16.3% |
| Q1 2019 | $5,533,000 | +16.3% | 34,440 | 0.0% | 1.86% | +0.3% |
| Q4 2018 | $4,757,000 | -15.8% | 34,440 | 0.0% | 1.85% | -3.7% |
| Q3 2018 | $5,653,000 | -0.0% | 34,440 | -4.0% | 1.92% | -4.2% |
| Q2 2018 | $5,655,000 | +2.2% | 35,890 | 0.0% | 2.01% | +1.4% |
| Q1 2018 | $5,532,000 | -0.4% | 35,890 | 0.0% | 1.98% | +0.5% |
| Q4 2017 | $5,553,000 | +5.3% | 35,890 | 0.0% | 1.97% | +4.5% |
| Q3 2017 | $5,275,000 | -48.4% | 35,890 | -50.0% | 1.89% | +5.1% |
| Q2 2017 | $10,224,000 | +104.6% | 71,780 | +100.0% | 1.80% | +5.2% |
| Q1 2017 | $4,996,000 | +5.8% | 35,890 | 0.0% | 1.71% | +6.1% |
| Q4 2016 | $4,724,000 | +1.7% | 35,890 | 0.0% | 1.61% | -1.6% |
| Q3 2016 | $4,643,000 | +4.7% | 35,890 | 0.0% | 1.63% | +4.5% |
| Q2 2016 | $4,435,000 | +2.0% | 35,890 | 0.0% | 1.56% | +0.2% |
| Q1 2016 | $4,349,000 | -2.0% | 35,890 | -2.9% | 1.56% | -1.4% |
| Q4 2015 | $4,437,000 | +3.0% | 36,960 | 0.0% | 1.58% | +12.6% |
| Q3 2015 | $4,309,000 | -12.4% | 36,960 | -4.3% | 1.41% | -6.0% |
| Q2 2015 | $4,919,000 | -4.0% | 38,620 | 0.0% | 1.50% | -1.8% |
| Q1 2015 | $5,123,000 | +138.7% | 38,620 | +122.2% | 1.52% | +129.9% |
| Q4 2014 | $2,146,000 | +30.1% | 17,383 | +23.6% | 0.66% | +27.5% |
| Q3 2014 | $1,649,000 | -1.1% | 14,063 | 0.0% | 0.52% | -4.8% |
| Q2 2014 | $1,668,000 | +4.4% | 14,063 | 0.0% | 0.55% | -2.8% |
| Q1 2014 | $1,597,000 | – | 14,063 | – | 0.56% | – |
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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% |