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 | $303,406 | -6.1% | 1,457 | -0.7% | 0.19% | -2.6% |
| Q2 2023 | $322,975 | +6.4% | 1,467 | 0.0% | 0.19% | 0.0% |
| Q1 2023 | $303,508 | -1.8% | 1,467 | -3.3% | 0.19% | -4.9% |
| Q4 2022 | $309,180 | +0.1% | 1,517 | 0.0% | 0.20% | -0.5% |
| Q3 2022 | $309,000 | +3.3% | 1,517 | 0.0% | 0.20% | +5.1% |
| Q2 2022 | $299,000 | -21.7% | 1,517 | -5.6% | 0.20% | -8.0% |
| Q1 2022 | $382,000 | -1.0% | 1,607 | +5.9% | 0.21% | +2.4% |
| Q4 2021 | $386,000 | +7.5% | 1,517 | 0.0% | 0.21% | -2.8% |
| Q3 2021 | $359,000 | -3.8% | 1,517 | -3.5% | 0.21% | -2.7% |
| Q2 2021 | $373,000 | +1.9% | 1,572 | -4.8% | 0.22% | +10.1% |
| Q1 2021 | $366,000 | +23.6% | 1,652 | +15.4% | 0.20% | +12.4% |
| Q4 2020 | $296,000 | +17.5% | 1,432 | 0.0% | 0.18% | +4.1% |
| Q3 2020 | $252,000 | -8.7% | 1,432 | -7.7% | 0.17% | -20.9% |
| Q2 2020 | $276,000 | +5.3% | 1,552 | -22.0% | 0.22% | -11.9% |
| Q1 2020 | $262,000 | -34.2% | 1,989 | -11.0% | 0.24% | -23.5% |
| Q4 2019 | $398,000 | +2.8% | 2,234 | -3.2% | 0.32% | -5.6% |
| Q3 2019 | $387,000 | +0.3% | 2,309 | 0.0% | 0.34% | +0.3% |
| Q2 2019 | $386,000 | -3.0% | 2,309 | -6.7% | 0.34% | -4.5% |
| Q1 2019 | $398,000 | +16.4% | 2,475 | 0.0% | 0.35% | +4.1% |
| Q4 2018 | $342,000 | -15.8% | 2,475 | 0.0% | 0.34% | +0.3% |
| Q3 2018 | $406,000 | +0.7% | 2,475 | -3.2% | 0.34% | -5.8% |
| Q2 2018 | $403,000 | +2.0% | 2,558 | -0.0% | 0.36% | +3.2% |
| Q1 2018 | $395,000 | -0.3% | 2,559 | 0.0% | 0.35% | -2.5% |
| Q4 2017 | $396,000 | -1.0% | 2,559 | -6.1% | 0.36% | -3.3% |
| Q3 2017 | $400,000 | +0.8% | 2,724 | -2.2% | 0.37% | +0.8% |
| Q2 2017 | $397,000 | -5.7% | 2,784 | -7.9% | 0.37% | -7.1% |
| Q1 2017 | $421,000 | – | 3,024 | – | 0.39% | – |
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% |