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 | $12,437,428 | -5.0% | 59,726 | +0.4% | 1.01% | -3.5% |
| Q2 2023 | $13,096,197 | -10.3% | 59,485 | -14.0% | 1.04% | -18.9% |
| Q1 2023 | $14,597,062 | +3.0% | 69,207 | -0.5% | 1.29% | -7.2% |
| Q4 2022 | $14,172,831 | -48.0% | 69,539 | -50.2% | 1.39% | -39.4% |
| Q3 2022 | $27,230,000 | +100.5% | 139,522 | +102.3% | 2.29% | +57.4% |
| Q2 2022 | $13,581,000 | -5.5% | 68,954 | +6.4% | 1.45% | +3.6% |
| Q1 2022 | $14,367,000 | -15.8% | 64,833 | -3.3% | 1.40% | +1.7% |
| Q4 2021 | $17,073,000 | +7.5% | 67,015 | -0.1% | 1.38% | -1.5% |
| Q3 2021 | $15,884,000 | +0.8% | 67,090 | +1.1% | 1.40% | -4.5% |
| Q2 2021 | $15,751,000 | +9.2% | 66,362 | +1.8% | 1.46% | -0.3% |
| Q1 2021 | $14,426,000 | +8.3% | 65,179 | +1.1% | 1.47% | +1.2% |
| Q4 2020 | $13,325,000 | +18.7% | 64,445 | +1.2% | 1.45% | -0.1% |
| Q3 2020 | $11,226,000 | +6.2% | 63,693 | -1.2% | 1.45% | -0.1% |
| Q2 2020 | $10,567,000 | +23.8% | 64,472 | -0.6% | 1.46% | -5.5% |
| Q1 2020 | $8,538,000 | -27.3% | 64,855 | -1.6% | 1.54% | -10.7% |
| Q4 2019 | $11,738,000 | +7.7% | 65,879 | +1.3% | 1.72% | -3.7% |
| Q3 2019 | $10,897,000 | -1.7% | 65,023 | -2.0% | 1.79% | -4.1% |
| Q2 2019 | $11,086,000 | +2.5% | 66,317 | -1.5% | 1.87% | -1.4% |
| Q1 2019 | $10,817,000 | +14.8% | 67,295 | -1.3% | 1.89% | -2.9% |
| Q4 2018 | $9,423,000 | -14.5% | 68,198 | +1.6% | 1.95% | -2.3% |
| Q3 2018 | $11,022,000 | +6.9% | 67,134 | +2.7% | 1.99% | -2.5% |
| Q2 2018 | $10,308,000 | +2.1% | 65,386 | -0.2% | 2.05% | -7.2% |
| Q1 2018 | $10,098,000 | -2.0% | 65,485 | -1.6% | 2.20% | +1.9% |
| Q4 2017 | $10,300,000 | +7.7% | 66,550 | +2.3% | 2.16% | -0.4% |
| Q3 2017 | $9,567,000 | +1.8% | 65,081 | -1.3% | 2.17% | -3.8% |
| Q2 2017 | $9,395,000 | +3.5% | 65,918 | +1.1% | 2.26% | -2.3% |
| Q1 2017 | $9,080,000 | +10.0% | 65,214 | +3.9% | 2.31% | +2.3% |
| Q4 2016 | $8,258,000 | +52.5% | 62,737 | +50.0% | 2.26% | +46.7% |
| Q3 2016 | $5,415,000 | +24.8% | 41,834 | +19.2% | 1.54% | +19.4% |
| Q2 2016 | $4,338,000 | +51.9% | 35,094 | +49.0% | 1.29% | +49.1% |
| Q1 2016 | $2,855,000 | +0.1% | 23,551 | -0.8% | 0.87% | -2.9% |
| Q4 2015 | $2,851,000 | -7.5% | 23,741 | -10.1% | 0.89% | -8.8% |
| Q3 2015 | $3,082,000 | -6.4% | 26,417 | +2.2% | 0.98% | -0.1% |
| Q2 2015 | $3,293,000 | -6.4% | 25,848 | -2.5% | 0.98% | -4.4% |
| Q1 2015 | $3,519,000 | +14.9% | 26,521 | +7.0% | 1.02% | +12.4% |
| Q4 2014 | $3,063,000 | +17.3% | 24,791 | +11.4% | 0.91% | +8.8% |
| Q3 2014 | $2,611,000 | +4.9% | 22,260 | +6.1% | 0.84% | +8.1% |
| Q2 2014 | $2,489,000 | +16.2% | 20,975 | +11.2% | 0.77% | +5.9% |
| Q1 2014 | $2,142,000 | +24.6% | 18,855 | +20.7% | 0.73% | +25.8% |
| Q4 2013 | $1,719,000 | – | 15,625 | – | 0.58% | – |
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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% |