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 | $462,283 | -8.6% | 2,219 | -3.4% | 0.02% | -7.7% |
| Q2 2023 | $506,010 | +112.5% | 2,298 | +103.5% | 0.03% | +73.3% |
| Q1 2023 | $238,082 | -24.3% | 1,129 | -26.9% | 0.02% | -31.8% |
| Q4 2022 | $314,699 | +25.4% | 1,544 | +21.4% | 0.02% | +15.8% |
| Q2 2022 | $251,000 | -64.5% | 1,272 | -54.2% | 0.02% | -53.7% |
| Q4 2021 | $708,000 | +153.8% | 2,777 | +135.9% | 0.04% | +115.8% |
| Q3 2021 | $279,000 | +771.9% | 1,177 | +576.4% | 0.02% | +171.4% |
| Q3 2020 | $32,000 | -90.6% | 174 | -91.6% | 0.01% | -90.7% |
| Q2 2020 | $340,000 | -99.9% | 2,071 | -30.7% | 0.08% | -33.6% |
| Q1 2020 | $403,696,000 | -33.0% | 2,987 | -11.1% | 0.11% | -22.6% |
| Q4 2019 | $602,324,000 | +11.4% | 3,361 | +3.5% | 0.15% | -8.8% |
| Q3 2019 | $540,904,000 | +77393.4% | 3,247 | -21.9% | 0.16% | -31.3% |
| Q2 2019 | $698,000 | -99.9% | 4,158 | +24.0% | 0.23% | +18.3% |
| Q1 2019 | $543,466,000 | +105019.1% | 3,354 | +124.6% | 0.20% | +50.4% |
| Q3 2018 | $517,000 | -0.4% | 1,493 | -4.5% | 0.13% | +0.8% |
| Q2 2018 | $519,000 | +10.7% | 1,564 | -48.9% | 0.13% | -20.2% |
| Q1 2018 | $469,000 | -78.3% | 3,060 | -79.1% | 0.16% | -76.7% |
| Q4 2017 | $2,157,000 | 0.0% | 14,675 | 0.0% | 0.70% | +16.3% |
| Q3 2017 | $2,157,000 | -41.5% | 14,675 | -44.1% | 0.60% | -43.5% |
| Q2 2017 | $3,686,000 | +52.2% | 26,251 | +45.7% | 1.07% | +27.4% |
| Q1 2017 | $2,422,000 | -2.3% | 18,011 | -4.4% | 0.84% | -16.2% |
| Q4 2016 | $2,478,000 | -81.7% | 18,841 | -82.0% | 1.00% | -82.4% |
| Q3 2016 | $13,531,000 | +0.5% | 104,536 | -4.0% | 5.67% | -8.2% |
| Q2 2016 | $13,463,000 | +3.7% | 108,899 | +1.7% | 6.17% | -10.8% |
| Q1 2016 | $12,978,000 | -3.5% | 107,105 | -4.3% | 6.92% | -10.4% |
| Q4 2015 | $13,446,000 | +9.6% | 111,953 | +6.5% | 7.72% | -8.0% |
| Q3 2015 | $12,270,000 | -9.2% | 105,166 | -0.9% | 8.39% | -2.9% |
| Q2 2015 | $13,518,000 | -3.2% | 106,125 | +0.8% | 8.64% | -4.6% |
| Q1 2015 | $13,966,000 | +9.5% | 105,242 | +2.0% | 9.06% | +1.7% |
| Q4 2014 | $12,754,000 | -3.1% | 103,222 | -7.8% | 8.91% | +2.1% |
| Q3 2014 | $13,157,000 | +4.7% | 112,005 | +5.8% | 8.73% | +2.0% |
| Q2 2014 | $12,564,000 | +4.8% | 105,876 | +0.3% | 8.56% | +2.5% |
| Q1 2014 | $11,989,000 | +38.9% | 105,558 | +34.6% | 8.35% | +35.1% |
| Q4 2013 | $8,630,000 | – | 78,437 | – | 6.18% | – |
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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% |