VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,579 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.25 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,786,405 | +80.1% | 13,432 | +91.1% | 0.16% | +76.9% |
| Q2 2023 | $1,546,955 | -29.9% | 7,027 | -32.8% | 0.09% | -34.1% |
| Q1 2023 | $2,206,120 | +25.0% | 10,460 | +20.5% | 0.14% | +12.2% |
| Q4 2022 | $1,764,978 | +103.1% | 8,682 | +87.8% | 0.12% | +115.8% |
| Q3 2022 | $869,000 | +67.8% | 4,622 | +75.7% | 0.06% | +72.7% |
| Q2 2022 | $518,000 | -33.4% | 2,631 | -19.6% | 0.03% | -10.8% |
| Q1 2022 | $778,000 | -17.8% | 3,273 | -11.9% | 0.04% | -9.8% |
| Q4 2021 | $946,000 | +28.4% | 3,714 | +19.3% | 0.04% | +28.1% |
| Q3 2021 | $737,000 | -3.8% | 3,112 | -3.6% | 0.03% | 0.0% |
| Q2 2021 | $766,000 | +7.0% | 3,227 | -0.2% | 0.03% | 0.0% |
| Q1 2021 | $716,000 | -19.2% | 3,234 | -24.5% | 0.03% | -17.9% |
| Q4 2020 | $886,000 | -2.3% | 4,285 | -16.7% | 0.04% | -17.0% |
| Q3 2020 | $907,000 | +5.0% | 5,144 | -2.4% | 0.05% | -4.1% |
| Q2 2020 | $864,000 | +17.2% | 5,270 | -5.9% | 0.05% | -7.5% |
| Q1 2020 | $737,000 | -42.4% | 5,598 | -22.1% | 0.05% | -31.2% |
| Q4 2019 | $1,280,000 | +1.5% | 7,182 | -4.5% | 0.08% | -7.2% |
| Q3 2019 | $1,261,000 | -1.5% | 7,524 | -1.7% | 0.08% | +3.8% |
| Q2 2019 | $1,280,000 | +3.6% | 7,656 | -0.5% | 0.08% | 0.0% |
| Q1 2019 | $1,236,000 | +16.6% | 7,691 | +0.2% | 0.08% | -1.2% |
| Q4 2018 | $1,060,000 | -15.6% | 7,674 | +0.3% | 0.08% | +1.2% |
| Q3 2018 | $1,256,000 | -11.5% | 7,652 | -15.0% | 0.08% | -20.0% |
| Q2 2018 | $1,419,000 | +5.3% | 8,999 | +3.1% | 0.10% | +1.0% |
| Q1 2018 | $1,347,000 | -3.2% | 8,732 | -2.8% | 0.10% | -7.5% |
| Q4 2017 | $1,391,000 | +10.6% | 8,986 | +5.0% | 0.11% | 0.0% |
| Q3 2017 | $1,258,000 | +5.6% | 8,559 | +2.5% | 0.11% | -0.9% |
| Q2 2017 | $1,191,000 | +23.7% | 8,354 | +20.8% | 0.11% | +16.1% |
| Q1 2017 | $963,000 | – | 6,913 | – | 0.09% | – |
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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% |