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 2021 | $450,000 | -6.8% | 2,035 | 0.0% | 0.24% | +5.2% |
| Q2 2021 | $483,000 | +7.3% | 2,035 | 0.0% | 0.23% | -4.5% |
| Q1 2021 | $450,000 | -47.9% | 2,035 | -50.0% | 0.24% | -0.8% |
| Q4 2020 | $864,000 | +17.1% | 4,070 | 0.0% | 0.24% | +4.3% |
| Q3 2020 | $738,000 | +117.1% | 4,070 | +100.0% | 0.23% | +5.4% |
| Q2 2020 | $340,000 | +14.5% | 2,035 | 0.0% | 0.22% | +8.8% |
| Q1 2020 | $297,000 | -20.6% | 2,035 | 0.0% | 0.20% | -6.4% |
| Q4 2019 | $374,000 | +11.6% | 2,035 | +1.8% | 0.22% | +4.8% |
| Q3 2019 | $335,000 | +0.3% | 2,000 | 0.0% | 0.21% | +2.0% |
| Q2 2019 | $334,000 | -28.3% | 2,000 | -31.0% | 0.20% | -33.3% |
| Q1 2019 | $466,000 | +16.5% | 2,900 | 0.0% | 0.31% | +16.8% |
| Q4 2018 | $400,000 | -16.0% | 2,900 | 0.0% | 0.26% | -7.4% |
| Q3 2018 | $476,000 | +4.2% | 2,900 | 0.0% | 0.28% | 0.0% |
| Q2 2018 | $457,000 | +2.2% | 2,900 | 0.0% | 0.28% | +1.1% |
| Q1 2018 | $447,000 | -50.1% | 2,900 | -50.0% | 0.28% | -1.1% |
| Q4 2017 | $896,000 | +110.3% | 5,800 | +100.0% | 0.28% | -1.7% |
| Q3 2017 | $426,000 | +3.1% | 2,900 | 0.0% | 0.29% | -3.0% |
| Q2 2017 | $413,000 | +2.2% | 2,900 | 0.0% | 0.30% | -1.3% |
| Q1 2017 | $404,000 | +5.8% | 2,900 | 0.0% | 0.30% | -1.6% |
| Q4 2016 | $382,000 | +1.9% | 2,900 | 0.0% | 0.31% | -4.1% |
| Q3 2016 | $375,000 | +4.7% | 2,900 | 0.0% | 0.32% | -4.8% |
| Q2 2016 | $358,000 | +2.0% | 2,900 | 0.0% | 0.34% | -5.9% |
| Q1 2016 | $351,000 | +17.0% | 2,900 | +16.0% | 0.36% | +12.7% |
| Q4 2015 | $300,000 | +3.1% | 2,500 | 0.0% | 0.32% | -1.6% |
| Q3 2015 | $291,000 | -8.5% | 2,500 | 0.0% | 0.32% | -2.4% |
| Q2 2015 | $318,000 | -4.2% | 2,500 | 0.0% | 0.33% | -5.7% |
| Q1 2015 | $332,000 | +6.4% | 2,500 | 0.0% | 0.35% | +8.4% |
| Q4 2014 | $312,000 | – | 2,500 | – | 0.32% | – |
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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% |