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 | $2,647,038 | -2.4% | 12,707 | +3.2% | 0.25% | +3.3% |
| Q2 2023 | $2,711,944 | +42.6% | 12,318 | +36.6% | 0.24% | +29.4% |
| Q1 2023 | $1,901,438 | +36.5% | 9,015 | +21.7% | 0.19% | +20.6% |
| Q3 2022 | $1,393,000 | +6.5% | 7,408 | +11.5% | 0.16% | +6.9% |
| Q2 2022 | $1,308,000 | -3.9% | 6,641 | +16.0% | 0.14% | +9.8% |
| Q1 2022 | $1,361,000 | -14.0% | 5,724 | -6.9% | 0.13% | -12.6% |
| Q4 2021 | $1,583,000 | +19.7% | 6,146 | +10.0% | 0.15% | +7.1% |
| Q3 2021 | $1,323,000 | +13.8% | 5,586 | +14.0% | 0.14% | +15.6% |
| Q2 2021 | $1,163,000 | +14.4% | 4,898 | +6.6% | 0.12% | +1.7% |
| Q1 2021 | $1,017,000 | +4.8% | 4,594 | -2.1% | 0.12% | -1.6% |
| Q4 2020 | $970,000 | +19.9% | 4,691 | +2.2% | 0.12% | +1.7% |
| Q3 2020 | $809,000 | +0.9% | 4,591 | -6.2% | 0.12% | -7.7% |
| Q2 2020 | $802,000 | -19.7% | 4,892 | -35.5% | 0.13% | -32.6% |
| Q1 2020 | $999,000 | -31.2% | 7,589 | -6.8% | 0.19% | -17.9% |
| Q4 2019 | $1,452,000 | +14.2% | 8,147 | +7.4% | 0.24% | +4.9% |
| Q3 2019 | $1,271,000 | +10.0% | 7,583 | +10.4% | 0.22% | +8.2% |
| Q2 2019 | $1,155,000 | -63.7% | 6,868 | +9.3% | 0.21% | -46.4% |
| Q1 2019 | $3,178,000 | +296.3% | 6,281 | +8.2% | 0.39% | +125.7% |
| Q4 2018 | $802,000 | -83.1% | 5,805 | -99.2% | 0.17% | +185.0% |
| Q3 2018 | $4,746,000 | -7.4% | 703,095 | -13.0% | 0.06% | +3.4% |
| Q2 2018 | $5,124,000 | +583.2% | 808,358 | +16125.6% | 0.06% | -59.4% |
| Q1 2018 | $750,000 | +5.5% | 4,982 | +11.3% | 0.14% | +7.5% |
| Q4 2017 | $711,000 | +1.4% | 4,477 | -5.7% | 0.13% | -8.3% |
| Q3 2017 | $701,000 | -43.8% | 4,746 | -45.5% | 0.14% | -48.2% |
| Q2 2017 | $1,248,000 | +19.9% | 8,714 | +15.8% | 0.28% | +8.9% |
| Q1 2017 | $1,041,000 | +57.5% | 7,522 | +51.0% | 0.26% | +21.2% |
| Q4 2016 | $661,000 | +79.6% | 4,983 | +72.9% | 0.21% | +55.9% |
| Q3 2016 | $368,000 | – | 2,882 | – | 0.14% | – |
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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% |