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 | $761,742 | +5.1% | 3,658 | +11.1% | 0.01% | +16.7% |
| Q2 2023 | $724,987 | +9.5% | 3,293 | +4.9% | 0.01% | 0.0% |
| Q1 2023 | $662,078 | +19.9% | 3,139 | +15.8% | 0.01% | +20.0% |
| Q4 2022 | $552,325 | +18.0% | 2,710 | +8.9% | 0.01% | +25.0% |
| Q3 2022 | $468,000 | -3.9% | 2,489 | +0.6% | 0.00% | 0.0% |
| Q2 2022 | $487,000 | -24.7% | 2,474 | -9.0% | 0.00% | -20.0% |
| Q1 2022 | $647,000 | -12.7% | 2,719 | -6.5% | 0.01% | +25.0% |
| Q4 2021 | $741,000 | +28.0% | 2,909 | +19.0% | 0.00% | +33.3% |
| Q3 2021 | $579,000 | -0.2% | 2,445 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $580,000 | +346.2% | 2,445 | +315.8% | 0.00% | +200.0% |
| Q1 2021 | $130,000 | -18.2% | 588 | -23.7% | 0.00% | 0.0% |
| Q4 2020 | $159,000 | +29.3% | 771 | +10.8% | 0.00% | 0.0% |
| Q3 2020 | $123,000 | +7.9% | 696 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $114,000 | +23.9% | 696 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $92,000 | -13.2% | 696 | +16.6% | 0.00% | 0.0% |
| Q4 2019 | $106,000 | -88.9% | 597 | -89.5% | 0.00% | -83.3% |
| Q3 2019 | $954,000 | +60.3% | 5,690 | +59.7% | 0.01% | +50.0% |
| Q2 2019 | $595,000 | +9.8% | 3,562 | +5.6% | 0.00% | 0.0% |
| Q1 2019 | $542,000 | -11.6% | 3,372 | -24.0% | 0.00% | -20.0% |
| Q4 2018 | $613,000 | +96.5% | 4,435 | +133.4% | 0.01% | +150.0% |
| Q3 2018 | $312,000 | +9.9% | 1,900 | +5.4% | 0.00% | 0.0% |
| Q2 2018 | $284,000 | +73.2% | 1,802 | +69.5% | 0.00% | +100.0% |
| Q1 2018 | $164,000 | -0.6% | 1,063 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $165,000 | +5.8% | 1,063 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $156,000 | +3.3% | 1,063 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $151,000 | +906.7% | 1,063 | +750.4% | 0.00% | – |
| Q2 2016 | $15,000 | -44.4% | 125 | -46.8% | 0.00% | – |
| Q3 2015 | $27,000 | -10.0% | 235 | 0.0% | 0.00% | – |
| Q2 2015 | $30,000 | -3.2% | 235 | 0.0% | 0.00% | – |
| Q1 2015 | $31,000 | +6.9% | 235 | 0.0% | 0.00% | – |
| Q4 2014 | $29,000 | -98.7% | 235 | -99.0% | 0.00% | -100.0% |
| Q3 2013 | $2,316,000 | +7.6% | 22,620 | 0.0% | 0.01% | +10.0% |
| Q2 2013 | $2,152,000 | +2.4% | 22,620 | 0.0% | 0.01% | -9.1% |
| Q1 2013 | $2,101,000 | – | 22,620 | – | 0.01% | – |
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% |