Morningstar Investment Services LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,562 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.

Quarter-by-quarter ownership
Morningstar Investment Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$158,883
-6.7%
760,715
-2.7%
2.04%
-7.1%
Q2 2023$170,214
+1.9%
781,688
-3.1%
2.19%
-2.3%
Q1 2023$167,051
+0.6%
806,373
-0.4%
2.24%
-1.0%
Q4 2022$166,057
-99.9%
809,362
-1.3%
2.26%
-2.7%
Q3 2022$164,471,000
-2.2%
819,757
-3.1%
2.33%
+3.1%
Q2 2022$168,245,000
-6.2%
846,033
+14.0%
2.26%
+13.1%
Q1 2022$179,417,000
+4.7%
742,315
+10.4%
1.99%
+4.7%
Q4 2021$171,360,000
+23.7%
672,586
+16.2%
1.90%
+16.5%
Q3 2021$138,530,000
-8.8%
578,638
-9.4%
1.64%
-10.3%
Q2 2021$151,963,000
+34.1%
638,958
+24.3%
1.82%
+23.3%
Q1 2021$113,331,000
+7.0%
514,064
+0.4%
1.48%
+0.4%
Q4 2020$105,885,000
+10.7%
512,090
-6.2%
1.47%
-0.8%
Q3 2020$95,634,000
+7.7%
545,672
-0.9%
1.48%
+1.7%
Q2 2020$88,828,000
+32.2%
550,601
+10.3%
1.46%
+19.2%
Q1 2020$67,181,000
-7.6%
498,977
+22.3%
1.22%
+7.3%
Q4 2019$72,680,000
+12.7%
407,931
+6.0%
1.14%
+4.5%
Q3 2019$64,464,000
-2.4%
384,939
-2.6%
1.09%
+0.5%
Q2 2019$66,080,000
+4.9%
395,313
+0.9%
1.09%
+0.5%
Q1 2019$62,973,000
+18.9%
391,747
+2.2%
1.08%
+4.2%
Q4 2018$52,957,000
-16.2%
383,238
-0.4%
1.04%
-8.9%
Q3 2018$63,198,000
+11.3%
384,910
+6.8%
1.14%
+6.7%
Q2 2018$56,788,000
+17.0%
360,238
+14.5%
1.07%
+13.1%
Q1 2018$48,527,000
+14.5%
314,680
+14.9%
0.94%
+10.8%
Q4 2017$42,372,000
+21.5%
273,754
+15.4%
0.85%
+11.8%
Q3 2017$34,869,000
+15.7%
237,202
+12.2%
0.76%
+9.2%
Q2 2017$30,131,000
+15.1%
211,420
+12.5%
0.70%
+5.6%
Q1 2017$26,172,000
+19.3%
187,958
+10.9%
0.66%
+3.9%
Q3 2016$21,939,000
+6.2%
169,489
+1.7%
0.64%
-2.6%
Q2 2016$20,655,000
+1151.8%
166,683
+1124.5%
0.65%
+1043.9%
Q1 2016$1,650,00013,6120.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders