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 | $4,984,667 | -20.2% | 23,937 | -15.6% | 0.11% | -3.5% |
| Q2 2023 | $6,243,046 | -20.0% | 28,357 | -23.4% | 0.11% | +3.7% |
| Q1 2023 | $7,803,806 | +3.2% | 36,999 | -0.3% | 0.11% | +6.9% |
| Q4 2022 | $7,561,657 | +72.1% | 37,102 | +58.7% | 0.10% | +59.4% |
| Q3 2022 | $4,393,000 | +30.6% | 23,372 | +36.8% | 0.06% | +23.1% |
| Q2 2022 | $3,364,000 | -42.3% | 17,081 | -30.3% | 0.05% | -33.3% |
| Q1 2022 | $5,831,000 | -5.4% | 24,516 | +1.4% | 0.08% | -22.8% |
| Q4 2021 | $6,162,000 | -47.3% | 24,188 | -51.1% | 0.10% | -32.7% |
| Q3 2021 | $11,703,000 | +53.7% | 49,432 | +54.1% | 0.15% | +54.6% |
| Q2 2021 | $7,614,000 | +17.6% | 32,081 | +9.7% | 0.10% | +7.8% |
| Q1 2021 | $6,473,000 | +9.4% | 29,245 | +2.2% | 0.09% | +3.4% |
| Q4 2020 | $5,915,000 | +26.7% | 28,610 | +8.1% | 0.09% | +13.0% |
| Q3 2020 | $4,667,000 | +59.3% | 26,477 | +48.1% | 0.08% | +42.6% |
| Q2 2020 | $2,930,000 | +210.1% | 17,876 | +148.9% | 0.05% | +134.8% |
| Q1 2020 | $945,000 | -73.7% | 7,182 | -64.4% | 0.02% | -64.6% |
| Q4 2019 | $3,593,000 | +80.0% | 20,166 | +69.4% | 0.06% | +62.5% |
| Q3 2019 | $1,996,000 | +153.0% | 11,905 | +152.1% | 0.04% | +48.1% |
| Q2 2019 | $789,000 | – | 4,723 | – | 0.03% | – |
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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% |