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 | $654,251 | +17.6% | 3,142 | +24.3% | 0.41% | +15.0% |
| Q2 2023 | $556,344 | +26.9% | 2,527 | +21.6% | 0.36% | +16.9% |
| Q1 2023 | $438,292 | +3.9% | 2,078 | +0.4% | 0.31% | -2.2% |
| Q4 2022 | $421,683 | +14.6% | 2,069 | +5.8% | 0.32% | +7.1% |
| Q3 2022 | $368,000 | -7.1% | 1,956 | -2.6% | 0.29% | -2.0% |
| Q2 2022 | $396,000 | -55.5% | 2,009 | -46.3% | 0.30% | -1.6% |
| Q1 2022 | $890,000 | +91.4% | 3,742 | +104.8% | 0.30% | 0.0% |
| Q4 2021 | $465,000 | +17.1% | 1,827 | +9.1% | 0.30% | +7.4% |
| Q3 2021 | $397,000 | +14.1% | 1,675 | +14.1% | 0.28% | +10.5% |
| Q2 2021 | $348,000 | +0.9% | 1,468 | -5.8% | 0.26% | -4.8% |
| Q1 2021 | $345,000 | +7.1% | 1,558 | 0.0% | 0.27% | 0.0% |
| Q4 2020 | $322,000 | -18.9% | 1,558 | -30.9% | 0.27% | -28.6% |
| Q3 2020 | $397,000 | +4.7% | 2,255 | -2.6% | 0.38% | -3.8% |
| Q2 2020 | $379,000 | +18.8% | 2,315 | -4.7% | 0.39% | +77.8% |
| Q1 2020 | $319,000 | +36.3% | 2,430 | +73.0% | 0.22% | +51.4% |
| Q2 2019 | $234,000 | -0.4% | 1,405 | -4.1% | 0.15% | +15.9% |
| Q1 2019 | $235,000 | +16.3% | 1,465 | 0.0% | 0.13% | +3.3% |
| Q4 2018 | $202,000 | -15.8% | 1,465 | 0.0% | 0.12% | -15.9% |
| Q3 2018 | $240,000 | +4.3% | 1,465 | 0.0% | 0.14% | -0.7% |
| Q2 2018 | $230,000 | +2.2% | 1,465 | 0.0% | 0.15% | +7.4% |
| Q1 2018 | $225,000 | -0.4% | 1,465 | 0.0% | 0.14% | 0.0% |
| Q4 2017 | $226,000 | +5.1% | 1,465 | 0.0% | 0.14% | 0.0% |
| Q3 2017 | $215,000 | +3.4% | 1,465 | 0.0% | 0.14% | -0.7% |
| Q2 2017 | $208,000 | +2.5% | 1,465 | 0.0% | 0.14% | +4.6% |
| Q1 2017 | $203,000 | +19.4% | 1,465 | 0.0% | 0.13% | +17.0% |
| Q3 2015 | $170,000 | -8.6% | 1,465 | 0.0% | 0.11% | +0.9% |
| Q2 2015 | $186,000 | +2.8% | 1,465 | 0.0% | 0.11% | +7.8% |
| Q4 2014 | $181,000 | +7.7% | 1,465 | +2.4% | 0.10% | +18.4% |
| Q3 2014 | $168,000 | +0.6% | 1,430 | +1.8% | 0.09% | +2.4% |
| Q2 2014 | $167,000 | – | 1,405 | – | 0.08% | – |
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% |