VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,545 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.96 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $51,974,401 | -4.7% | 249,589 | +0.7% | 7.87% | -1.3% |
| Q2 2023 | $54,558,750 | +4.7% | 247,814 | +0.3% | 7.98% | -3.8% |
| Q1 2023 | $52,088,011 | +6.5% | 246,956 | +2.9% | 8.29% | -2.9% |
| Q4 2022 | $48,913,993 | +18.2% | 239,998 | +9.0% | 8.54% | +8.5% |
| Q3 2022 | $41,377,000 | +1.2% | 220,116 | +6.1% | 7.87% | +4.6% |
| Q2 2022 | $40,876,000 | -15.2% | 207,525 | +2.3% | 7.52% | -0.4% |
| Q1 2022 | $48,229,000 | -8.1% | 202,780 | -1.6% | 7.56% | -2.6% |
| Q4 2021 | $52,495,000 | +8.9% | 206,050 | +1.2% | 7.76% | -1.4% |
| Q3 2021 | $48,190,000 | -0.2% | 203,540 | +0.0% | 7.86% | -0.5% |
| Q2 2021 | $48,291,000 | +11.1% | 203,458 | +3.6% | 7.91% | +1.7% |
| Q1 2021 | $43,475,000 | +11.3% | 196,416 | +4.0% | 7.77% | +4.1% |
| Q4 2020 | $39,050,000 | +23.9% | 188,859 | +5.6% | 7.46% | +6.9% |
| Q3 2020 | $31,513,000 | +9.0% | 178,790 | +1.3% | 6.98% | -3.4% |
| Q2 2020 | $28,919,000 | +11.0% | 176,431 | -10.9% | 7.23% | -9.8% |
| Q1 2020 | $26,056,000 | -29.5% | 197,916 | -4.5% | 8.01% | -12.2% |
| Q4 2019 | $36,934,000 | +9.1% | 207,285 | +2.6% | 9.12% | -3.2% |
| Q3 2019 | $33,856,000 | +3.4% | 202,004 | +3.1% | 9.43% | -0.5% |
| Q2 2019 | $32,754,000 | +6.1% | 195,945 | +2.0% | 9.48% | -3.7% |
| Q1 2019 | $30,878,000 | +12.5% | 192,087 | -3.3% | 9.84% | +9.2% |
| Q4 2018 | $27,450,000 | -18.2% | 198,652 | -2.8% | 9.01% | -0.7% |
| Q3 2018 | $33,540,000 | +3.4% | 204,274 | -0.7% | 9.07% | -1.2% |
| Q2 2018 | $32,429,000 | +6.3% | 205,719 | +4.0% | 9.18% | -2.3% |
| Q1 2018 | $30,518,000 | -3.5% | 197,898 | -3.2% | 9.40% | -2.6% |
| Q4 2017 | $31,632,000 | +6.5% | 204,369 | +1.1% | 9.65% | -1.4% |
| Q3 2017 | $29,713,000 | +3.3% | 202,127 | +0.1% | 9.79% | -0.1% |
| Q2 2017 | $28,777,000 | +3.3% | 201,914 | +0.9% | 9.80% | +0.8% |
| Q1 2017 | $27,864,000 | +5.7% | 200,112 | -0.1% | 9.72% | -0.5% |
| Q4 2016 | $26,354,000 | +4.0% | 200,214 | +2.3% | 9.77% | -2.1% |
| Q3 2016 | $25,345,000 | +12.6% | 195,804 | +7.5% | 9.98% | +5.1% |
| Q2 2016 | $22,511,000 | +2.9% | 182,082 | +0.9% | 9.50% | -0.7% |
| Q1 2016 | $21,873,000 | -5.1% | 180,428 | -5.9% | 9.57% | -8.0% |
| Q4 2015 | $23,037,000 | +2.2% | 191,802 | -0.8% | 10.40% | -7.8% |
| Q3 2015 | $22,551,000 | +9.6% | 193,291 | +19.7% | 11.28% | +16.0% |
| Q2 2015 | $20,584,000 | +17.9% | 161,529 | +22.8% | 9.72% | +15.9% |
| Q1 2015 | $17,452,000 | +24.8% | 131,517 | +16.2% | 8.39% | +15.8% |
| Q4 2014 | $13,983,000 | – | 113,165 | – | 7.24% | – |
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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% |