VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,600 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.37 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,064,283 | +9.6% | 33,924 | +15.9% | 1.55% | +13.6% |
| Q2 2023 | $6,445,315 | +9.8% | 29,276 | +5.2% | 1.37% | +4.4% |
| Q1 2023 | $5,872,538 | +3.8% | 27,842 | +0.3% | 1.31% | -1.4% |
| Q4 2022 | $5,656,100 | +7.6% | 27,752 | -0.8% | 1.33% | +1.2% |
| Q3 2022 | $5,257,000 | -4.2% | 27,965 | +0.4% | 1.31% | -0.2% |
| Q2 2022 | $5,485,000 | -17.1% | 27,849 | +0.1% | 1.32% | -4.9% |
| Q1 2022 | $6,615,000 | -6.5% | 27,812 | +0.2% | 1.38% | -0.4% |
| Q4 2021 | $7,073,000 | +12.2% | 27,762 | +4.3% | 1.39% | +7.4% |
| Q3 2021 | $6,303,000 | +24.6% | 26,623 | +24.9% | 1.29% | +23.6% |
| Q2 2021 | $5,060,000 | +19.5% | 21,319 | +11.5% | 1.05% | +14.3% |
| Q1 2021 | $4,233,000 | +58.7% | 19,124 | +48.2% | 0.92% | +41.1% |
| Q4 2020 | $2,668,000 | +17.5% | 12,904 | +0.2% | 0.65% | -2.1% |
| Q3 2020 | $2,270,000 | +6.4% | 12,878 | -1.1% | 0.66% | -1.6% |
| Q2 2020 | $2,134,000 | +27.9% | 13,021 | +2.7% | 0.67% | +7.0% |
| Q1 2020 | $1,669,000 | +44.9% | 12,674 | +96.1% | 0.63% | +80.5% |
| Q4 2019 | $1,152,000 | – | 6,463 | – | 0.35% | – |
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% |