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 | $82,573,615 | -54.8% | 396,531 | -52.2% | 2.31% | -56.4% |
| Q2 2023 | $182,499,430 | +4.0% | 828,940 | -0.4% | 5.30% | -1.1% |
| Q1 2023 | $175,482,909 | +5.7% | 831,988 | +2.1% | 5.35% | -0.7% |
| Q4 2022 | $166,093,940 | +24.1% | 814,945 | +14.5% | 5.39% | +6.9% |
| Q3 2022 | $133,799,000 | +15.6% | 711,771 | +21.1% | 5.04% | +4.2% |
| Q2 2022 | $115,751,000 | +8.4% | 587,659 | +30.9% | 4.84% | +5.3% |
| Q1 2022 | $106,776,000 | +8.7% | 448,942 | +16.4% | 4.59% | +1.5% |
| Q4 2021 | $98,248,000 | +7.6% | 385,636 | 0.0% | 4.53% | -1.1% |
| Q3 2021 | $91,303,000 | -1.5% | 385,636 | -1.2% | 4.58% | 0.0% |
| Q2 2021 | $92,677,000 | +20.4% | 390,464 | +12.3% | 4.58% | +7.3% |
| Q1 2021 | $76,963,000 | -6.3% | 347,716 | -12.4% | 4.26% | -6.9% |
| Q4 2020 | $82,120,000 | -0.9% | 397,155 | -15.5% | 4.58% | -2.0% |
| Q3 2020 | $82,867,000 | -13.7% | 470,140 | -19.8% | 4.67% | -5.7% |
| Q2 2020 | $96,077,000 | -7.1% | 586,155 | -25.4% | 4.96% | -4.1% |
| Q1 2020 | $103,383,000 | -37.0% | 785,288 | -14.7% | 5.17% | -1.9% |
| Q4 2019 | $164,059,000 | +6.0% | 920,751 | -0.3% | 5.27% | +1.3% |
| Q3 2019 | $154,754,000 | +6.5% | 923,354 | +6.2% | 5.20% | +8.6% |
| Q2 2019 | $145,317,000 | +9.3% | 869,327 | +5.1% | 4.79% | +3.3% |
| Q1 2019 | $132,964,000 | +7.4% | 827,146 | -7.7% | 4.64% | +0.4% |
| Q4 2018 | $123,833,000 | -9.9% | 896,171 | +7.0% | 4.62% | +2.4% |
| Q3 2018 | $137,515,000 | -9.8% | 837,533 | -13.4% | 4.51% | -16.1% |
| Q2 2018 | $152,507,000 | +2.2% | 967,440 | 0.0% | 5.38% | +0.2% |
| Q1 2018 | $149,189,000 | +5.3% | 967,440 | +5.7% | 5.37% | +2.4% |
| Q4 2017 | $141,633,000 | +0.6% | 915,061 | -4.5% | 5.24% | -14.9% |
| Q3 2017 | $140,857,000 | +3.1% | 958,208 | 0.0% | 6.16% | +5.5% |
| Q2 2017 | $136,564,000 | +2.4% | 958,208 | 0.0% | 5.84% | -12.0% |
| Q1 2017 | $133,421,000 | +17.8% | 958,208 | +11.4% | 6.63% | -8.4% |
| Q4 2016 | $113,268,000 | +33.3% | 860,506 | +31.1% | 7.24% | -22.7% |
| Q3 2016 | $84,943,000 | – | 656,232 | – | 9.37% | – |
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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% |