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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $463,884 | +3.4% | 1,994 | -7.4% | 0.05% | -7.7% |
| Q3 2023 | $448,549 | +2.0% | 2,154 | +7.8% | 0.05% | -16.1% |
| Q2 2023 | $439,880 | +4.6% | 1,998 | +0.2% | 0.06% | +29.2% |
| Q1 2023 | $420,574 | -11.8% | 1,994 | -7.0% | 0.05% | +45.5% |
| Q4 2022 | $476,769 | -11.7% | 2,145 | -13.2% | 0.03% | -10.8% |
| Q1 2022 | $540,000 | -3.4% | 2,470 | +3.7% | 0.04% | 0.0% |
| Q4 2021 | $559,000 | -19.6% | 2,381 | -13.7% | 0.04% | -19.6% |
| Q3 2021 | $695,000 | +182.5% | 2,758 | +173.1% | 0.05% | +170.6% |
| Q2 2021 | $246,000 | +0.4% | 1,010 | -39.2% | 0.02% | -62.2% |
| Q3 2018 | $245,000 | -6.5% | 1,660 | 0.0% | 0.04% | -16.7% |
| Q2 2018 | $262,000 | +2.3% | 1,660 | 0.0% | 0.05% | -3.6% |
| Q1 2018 | $256,000 | -99.7% | 1,660 | +172.1% | 0.06% | +124.0% |
| Q3 2016 | $78,061,000 | +3.4% | 610 | -46.6% | 0.02% | +150.0% |
| Q2 2016 | $75,480,000 | +8.1% | 1,142 | -34.4% | 0.01% | -9.1% |
| Q4 2015 | $69,804,000 | +118211.9% | 1,740 | +276.6% | 0.01% | -57.7% |
| Q2 2015 | $59,000 | -3.3% | 462 | 0.0% | 0.03% | -7.1% |
| Q1 2015 | $61,000 | – | 462 | – | 0.03% | – |
Download | ||||||
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% |