VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,338 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,586,374 | -4.2% | 127,672 | +1.3% | 2.04% | -2.1% |
| Q2 2023 | $27,746,206 | +8.4% | 126,027 | +3.8% | 2.09% | +4.9% |
| Q1 2023 | $25,598,061 | +5.3% | 121,363 | +1.8% | 1.99% | -2.7% |
| Q4 2022 | $24,302,579 | +11.8% | 119,241 | +3.1% | 2.04% | -0.7% |
| Q3 2022 | $21,739,000 | +0.5% | 115,643 | +5.3% | 2.06% | +1.4% |
| Q2 2022 | $21,628,000 | -13.6% | 109,803 | +5.5% | 2.03% | -3.9% |
| Q1 2022 | $25,039,000 | +2.5% | 104,123 | -8.8% | 2.11% | -2.7% |
| Q4 2021 | $24,420,000 | +12.8% | 114,115 | +24.8% | 2.17% | +3.1% |
| Q3 2021 | $21,648,000 | +6.5% | 91,432 | +6.9% | 2.11% | +4.4% |
| Q2 2021 | $20,333,000 | +19.4% | 85,523 | +11.2% | 2.02% | -1.8% |
| Q1 2021 | $17,026,000 | +19.2% | 76,924 | +11.4% | 2.05% | -1.7% |
| Q4 2020 | $14,279,000 | +24.8% | 69,055 | +6.4% | 2.09% | +1.7% |
| Q3 2020 | $11,441,000 | +18.1% | 64,912 | +9.8% | 2.05% | -0.9% |
| Q2 2020 | $9,688,000 | +29.3% | 59,104 | +3.9% | 2.07% | -0.0% |
| Q1 2020 | $7,490,000 | -6.7% | 56,895 | +26.3% | 2.07% | -7.1% |
| Q4 2019 | $8,028,000 | +22.2% | 45,053 | +14.9% | 2.23% | -3.0% |
| Q3 2019 | $6,571,000 | +14.4% | 39,208 | -40.6% | 2.30% | +0.7% |
| Q2 2019 | $5,745,000 | -14.8% | 66,061 | +0.1% | 2.28% | -28.9% |
| Q1 2019 | $6,743,000 | +43.5% | 66,003 | +92.3% | 3.21% | +34.6% |
| Q4 2018 | $4,700,000 | – | 34,324 | – | 2.39% | – |
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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% |