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 | $5,403,841 | +38.2% | 25,950 | +46.1% | 0.10% | +35.2% |
| Q2 2023 | $3,909,228 | -36.4% | 17,756 | -39.1% | 0.07% | -38.8% |
| Q1 2023 | $6,145,433 | +15.6% | 29,136 | +11.7% | 0.12% | +6.4% |
| Q4 2022 | $5,314,678 | -6.9% | 26,076 | -14.2% | 0.11% | -13.5% |
| Q3 2022 | $5,710,000 | -17.4% | 30,377 | -13.4% | 0.13% | -13.1% |
| Q2 2022 | $6,911,000 | -5.4% | 35,086 | +14.2% | 0.14% | +13.3% |
| Q1 2022 | $7,305,000 | -8.3% | 30,714 | -1.8% | 0.13% | -9.9% |
| Q4 2021 | $7,968,000 | +27.1% | 31,277 | +18.1% | 0.14% | +25.7% |
| Q3 2021 | $6,268,000 | +6.0% | 26,475 | +6.2% | 0.11% | -0.9% |
| Q2 2021 | $5,914,000 | +18.0% | 24,918 | +10.0% | 0.11% | +2.7% |
| Q1 2021 | $5,013,000 | +16.5% | 22,647 | +8.8% | 0.11% | +6.7% |
| Q4 2020 | $4,303,000 | +28.7% | 20,809 | +9.7% | 0.10% | +2.0% |
| Q3 2020 | $3,343,000 | +11.3% | 18,967 | +3.5% | 0.10% | -1.0% |
| Q2 2020 | $3,004,000 | +26.8% | 18,328 | +37.9% | 0.10% | +60.9% |
| Q4 2019 | $2,369,000 | +50.6% | 13,294 | +41.7% | 0.06% | +14.3% |
| Q3 2019 | $1,573,000 | +2.7% | 9,385 | -0.3% | 0.06% | -1.8% |
| Q2 2019 | $1,532,000 | -3.8% | 9,417 | -4.9% | 0.06% | -14.9% |
| Q1 2019 | $1,592,000 | +15.1% | 9,907 | -1.0% | 0.07% | +9.8% |
| Q4 2018 | $1,383,000 | -15.5% | 10,006 | +0.5% | 0.06% | -6.2% |
| Q3 2018 | $1,636,000 | +76.5% | 9,961 | +69.5% | 0.06% | +58.5% |
| Q2 2018 | $927,000 | +20.9% | 5,878 | +18.2% | 0.04% | +10.8% |
| Q1 2018 | $767,000 | -10.1% | 4,974 | -9.7% | 0.04% | -11.9% |
| Q4 2017 | $853,000 | -13.6% | 5,510 | -17.9% | 0.04% | -22.2% |
| Q3 2017 | $987,000 | +189.4% | 6,714 | +180.3% | 0.05% | +157.1% |
| Q2 2017 | $341,000 | -88.9% | 2,395 | -89.2% | 0.02% | -89.5% |
| Q1 2017 | $3,077,000 | +28.8% | 22,101 | +21.8% | 0.20% | +9.9% |
| Q4 2016 | $2,389,000 | +17.5% | 18,149 | +15.6% | 0.18% | -2.7% |
| Q3 2016 | $2,033,000 | +15.2% | 15,705 | +11.0% | 0.19% | -1.6% |
| Q2 2016 | $1,764,000 | +110.8% | 14,143 | +105.0% | 0.19% | +100.0% |
| Q1 2016 | $837,000 | – | 6,900 | – | 0.10% | – |
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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% |