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 | $33,024,337 | -2.3% | 158,588 | +3.3% | 7.65% | -1.0% |
| Q2 2023 | $33,813,978 | +5.9% | 153,588 | +1.5% | 7.72% | +17.8% |
| Q1 2023 | $31,929,417 | +3.9% | 151,382 | +0.4% | 6.56% | -2.6% |
| Q4 2022 | $30,721,359 | +23.2% | 150,735 | +13.6% | 6.74% | -7.8% |
| Q3 2022 | $24,935,000 | -3.1% | 132,648 | +1.6% | 7.30% | +1.6% |
| Q2 2022 | $25,724,000 | -17.4% | 130,596 | -0.3% | 7.19% | -9.4% |
| Q1 2022 | $31,157,000 | -4.8% | 131,002 | +1.9% | 7.94% | +1.5% |
| Q4 2021 | $32,745,000 | +5.4% | 128,527 | -2.1% | 7.82% | -2.5% |
| Q3 2021 | $31,072,000 | -0.1% | 131,239 | +0.1% | 8.03% | -0.4% |
| Q2 2021 | $31,106,000 | +6.8% | 131,056 | -0.4% | 8.06% | +13.2% |
| Q1 2021 | $29,131,000 | +7.8% | 131,610 | +0.7% | 7.12% | -5.4% |
| Q4 2020 | $27,018,000 | +18.3% | 130,668 | +0.9% | 7.52% | -1.7% |
| Q3 2020 | $22,829,000 | +9.2% | 129,520 | +1.5% | 7.66% | +7.2% |
| Q2 2020 | $20,910,000 | +44.1% | 127,571 | +15.8% | 7.14% | +34.3% |
| Q1 2020 | $14,509,000 | -19.6% | 110,210 | +8.8% | 5.32% | -1.3% |
| Q4 2019 | $18,056,000 | +7.6% | 101,338 | +1.2% | 5.39% | +3.3% |
| Q3 2019 | $16,778,000 | +1.0% | 100,110 | +0.8% | 5.22% | -10.0% |
| Q2 2019 | $16,607,000 | +1.3% | 99,349 | -2.6% | 5.80% | -6.2% |
| Q1 2019 | $16,395,000 | +20.2% | 101,992 | +3.3% | 6.18% | +4.9% |
| Q4 2018 | $13,641,000 | -12.2% | 98,722 | +4.3% | 5.90% | -40.1% |
| Q3 2018 | $15,537,000 | +7.6% | 94,629 | +3.3% | 9.84% | +2.6% |
| Q2 2018 | $14,436,000 | -42.7% | 91,574 | -44.0% | 9.59% | +34.8% |
| Q1 2018 | $25,198,000 | +116.1% | 163,406 | +116.9% | 7.11% | +5.5% |
| Q4 2017 | $11,660,000 | +7.2% | 75,332 | +1.8% | 6.74% | -3.8% |
| Q3 2017 | $10,875,000 | +2.6% | 73,977 | -0.5% | 7.01% | +0.8% |
| Q2 2017 | $10,596,000 | +11.7% | 74,348 | +9.2% | 6.96% | +7.2% |
| Q1 2017 | $9,484,000 | +10.6% | 68,112 | +4.6% | 6.49% | +11.3% |
| Q4 2016 | $8,573,000 | +8.1% | 65,127 | +6.4% | 5.83% | +13.5% |
| Q3 2016 | $7,927,000 | +7.0% | 61,238 | +2.2% | 5.13% | +2.8% |
| Q2 2016 | $7,407,000 | +5.3% | 59,913 | +3.2% | 5.00% | +1.9% |
| Q1 2016 | $7,036,000 | +18.8% | 58,041 | +17.7% | 4.90% | -28.6% |
| Q4 2015 | $5,925,000 | – | 49,328 | – | 6.87% | – |
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% |