VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,575 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $5,006 | -99.9% | 24,562 | -2.1% | 2.42% | +2.6% |
| Q3 2022 | $4,718,000 | -3.6% | 25,097 | +1.0% | 2.36% | -3.8% |
| Q2 2022 | $4,896,000 | -14.9% | 24,854 | +2.8% | 2.45% | -11.1% |
| Q1 2022 | $5,751,000 | -46.0% | 24,181 | -42.2% | 2.76% | -45.1% |
| Q4 2021 | $10,653,000 | -8.4% | 41,816 | -14.8% | 5.02% | -6.7% |
| Q3 2021 | $11,624,000 | -3.2% | 49,097 | -3.0% | 5.38% | -1.7% |
| Q2 2021 | $12,011,000 | +6.4% | 50,606 | -0.8% | 5.47% | -0.7% |
| Q1 2021 | $11,290,000 | +7.4% | 51,007 | +0.3% | 5.51% | +1.2% |
| Q4 2020 | $10,514,000 | +13.7% | 50,846 | -3.1% | 5.44% | +1.5% |
| Q3 2020 | $9,247,000 | +2.8% | 52,463 | -4.4% | 5.36% | -1.6% |
| Q2 2020 | $8,994,000 | +92.5% | 54,871 | +54.6% | 5.45% | +25.6% |
| Q1 2020 | $4,672,000 | +41.2% | 35,487 | +91.1% | 4.34% | +134.7% |
| Q4 2019 | $3,309,000 | +2.8% | 18,571 | -3.3% | 1.85% | -0.9% |
| Q3 2019 | $3,218,000 | -3.8% | 19,203 | -4.1% | 1.86% | -1.1% |
| Q2 2019 | $3,346,000 | +1.2% | 20,017 | -2.7% | 1.88% | -0.8% |
| Q1 2019 | $3,306,000 | +13.7% | 20,563 | -2.3% | 1.90% | -0.8% |
| Q4 2018 | $2,908,000 | -15.2% | 21,044 | +0.7% | 1.92% | +2.6% |
| Q3 2018 | $3,431,000 | +5.5% | 20,898 | +1.3% | 1.87% | +3.2% |
| Q2 2018 | $3,252,000 | -1.0% | 20,629 | -3.2% | 1.81% | -5.5% |
| Q1 2018 | $3,286,000 | -13.2% | 21,306 | -12.9% | 1.91% | -35.1% |
| Q4 2017 | $3,787,000 | +1.0% | 24,465 | -4.1% | 2.95% | +3.5% |
| Q3 2017 | $3,750,000 | +0.5% | 25,512 | -2.5% | 2.85% | -1.8% |
| Q2 2017 | $3,730,000 | +2.7% | 26,175 | +0.3% | 2.90% | +4.6% |
| Q1 2017 | $3,633,000 | +7.1% | 26,094 | +1.2% | 2.78% | -3.1% |
| Q4 2016 | $3,393,000 | +0.1% | 25,776 | -1.5% | 2.86% | -7.5% |
| Q3 2016 | $3,389,000 | +0.7% | 26,179 | -3.8% | 3.10% | -6.9% |
| Q2 2016 | $3,364,000 | +6.4% | 27,207 | +3.7% | 3.33% | -8.2% |
| Q1 2016 | $3,163,000 | -9.7% | 26,224 | -10.1% | 3.62% | +4.4% |
| Q4 2015 | $3,503,000 | +0.7% | 29,165 | -2.2% | 3.47% | -0.7% |
| Q3 2015 | $3,478,000 | -9.4% | 29,813 | -1.0% | 3.50% | +0.6% |
| Q2 2015 | $3,839,000 | -9.0% | 30,123 | -5.3% | 3.48% | -15.7% |
| Q1 2015 | $4,219,000 | +6.2% | 31,793 | -1.1% | 4.12% | +7.3% |
| Q4 2014 | $3,973,000 | +3.5% | 32,153 | -1.8% | 3.84% | +8.2% |
| Q3 2014 | $3,840,000 | -6.0% | 32,730 | -5.0% | 3.55% | +8.3% |
| Q2 2014 | $4,087,000 | +6.9% | 34,440 | +2.3% | 3.28% | -5.7% |
| Q1 2014 | $3,823,000 | +17.7% | 33,655 | +14.0% | 3.48% | +4.0% |
| Q4 2013 | $3,249,000 | – | 29,530 | – | 3.34% | – |
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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% |