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 | $5,066,613 | -4.9% | 24,331 | +0.5% | 0.67% | -1.5% |
| Q2 2023 | $5,329,580 | +5.6% | 24,208 | +1.1% | 0.68% | +0.3% |
| Q1 2023 | $5,048,766 | +5.9% | 23,937 | +2.3% | 0.67% | -6.0% |
| Q4 2022 | $4,769,530 | +3.7% | 23,402 | -4.4% | 0.72% | -9.6% |
| Q3 2022 | $4,601,000 | -0.4% | 24,477 | +4.4% | 0.79% | +4.8% |
| Q2 2022 | $4,620,000 | -22.7% | 23,454 | -6.7% | 0.76% | -28.2% |
| Q1 2022 | $5,978,000 | -9.1% | 25,136 | -2.7% | 1.05% | -10.8% |
| Q4 2021 | $6,580,000 | +22.3% | 25,826 | +13.6% | 1.18% | +5.2% |
| Q3 2021 | $5,382,000 | +4.0% | 22,733 | +4.3% | 1.12% | -1.7% |
| Q2 2021 | $5,176,000 | +9.5% | 21,806 | +2.1% | 1.14% | -4.0% |
| Q1 2021 | $4,729,000 | +999.8% | 21,364 | +926.1% | 1.19% | +79.1% |
| Q4 2020 | $430,000 | -83.8% | 2,082 | -86.2% | 0.66% | -30.4% |
| Q3 2020 | $2,653,000 | +678.0% | 15,054 | +623.1% | 0.96% | +39.2% |
| Q2 2020 | $341,000 | -83.8% | 2,082 | -87.0% | 0.69% | -32.9% |
| Q1 2020 | $2,101,000 | -29.0% | 15,961 | -3.9% | 1.02% | -12.6% |
| Q4 2019 | $2,958,000 | +3.6% | 16,603 | -0.0% | 1.17% | -0.8% |
| Q3 2019 | $2,854,000 | -0.0% | 16,604 | -0.2% | 1.18% | -4.8% |
| Q2 2019 | $2,855,000 | +11.9% | 16,644 | +4.8% | 1.24% | +5.2% |
| Q1 2019 | $2,552,000 | +14.3% | 15,876 | -1.7% | 1.18% | +5.8% |
| Q4 2018 | $2,232,000 | -4.0% | 16,153 | +5.9% | 1.11% | +7.3% |
| Q3 2018 | $2,324,000 | +9.6% | 15,256 | +13.4% | 1.04% | +11.0% |
| Q2 2018 | $2,121,000 | -11.3% | 13,455 | -13.2% | 0.94% | -6.3% |
| Q1 2018 | $2,390,000 | +5.7% | 15,496 | +6.1% | 1.00% | +32.7% |
| Q4 2017 | $2,261,000 | +4.2% | 14,609 | -1.0% | 0.75% | +0.4% |
| Q3 2017 | $2,170,000 | -0.7% | 14,761 | -3.7% | 0.75% | -2.7% |
| Q2 2017 | $2,185,000 | +5.6% | 15,334 | +3.2% | 0.77% | +1.6% |
| Q1 2017 | $2,069,000 | +2.7% | 14,857 | -2.9% | 0.76% | +32.1% |
| Q4 2016 | $2,015,000 | – | 15,306 | – | 0.57% | – |
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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% |