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 | $32,562,474 | -4.6% | 156,370 | +0.9% | 10.74% | -0.7% |
| Q2 2023 | $34,119,487 | +5.6% | 154,976 | +1.2% | 10.82% | -3.0% |
| Q1 2023 | $32,298,061 | +6.8% | 153,130 | +3.2% | 11.15% | -0.2% |
| Q4 2022 | $30,254,732 | +9.9% | 148,446 | +1.4% | 11.18% | -4.6% |
| Q3 2022 | $27,531,000 | -3.3% | 146,459 | +1.3% | 11.71% | +2.2% |
| Q2 2022 | $28,474,000 | -15.9% | 144,559 | +1.5% | 11.46% | -2.3% |
| Q1 2022 | $33,872,000 | -1.9% | 142,414 | +5.1% | 11.73% | +0.1% |
| Q4 2021 | $34,512,000 | +2.1% | 135,465 | -5.1% | 11.71% | -1.3% |
| Q3 2021 | $33,809,000 | -18.2% | 142,799 | -18.0% | 11.87% | +3.8% |
| Q2 2021 | $41,348,000 | +7.9% | 174,206 | +0.6% | 11.43% | -1.3% |
| Q1 2021 | $38,321,000 | +4.4% | 173,132 | -2.5% | 11.58% | -0.1% |
| Q4 2020 | $36,709,000 | +17.3% | 177,536 | -0.0% | 11.60% | +2.0% |
| Q3 2020 | $31,296,000 | +9.0% | 177,553 | +1.3% | 11.37% | +1.5% |
| Q2 2020 | $28,716,000 | +30.5% | 175,195 | +4.8% | 11.21% | +4.2% |
| Q1 2020 | $22,006,000 | -33.5% | 167,156 | -10.0% | 10.75% | -18.2% |
| Q4 2019 | $33,104,000 | +9.2% | 185,788 | +2.7% | 13.14% | -1.9% |
| Q3 2019 | $30,310,000 | +0.9% | 180,850 | +0.6% | 13.40% | -2.2% |
| Q2 2019 | $30,050,000 | +6.5% | 179,771 | +2.4% | 13.70% | +0.6% |
| Q1 2019 | $28,219,000 | +29.0% | 175,546 | +10.9% | 13.62% | +12.1% |
| Q4 2018 | $21,872,000 | -18.4% | 158,297 | -3.0% | 12.14% | -11.1% |
| Q3 2018 | $26,791,000 | +11.6% | 163,179 | +7.2% | 13.66% | +2.4% |
| Q2 2018 | $24,003,000 | +10.5% | 152,266 | +8.1% | 13.34% | +1.6% |
| Q1 2018 | $21,721,000 | +4.2% | 140,829 | +4.5% | 13.14% | +1.0% |
| Q4 2017 | $20,855,000 | +7.0% | 134,706 | +2.3% | 13.01% | +1.6% |
| Q3 2017 | $19,497,000 | +6.2% | 131,635 | +2.3% | 12.81% | -0.9% |
| Q2 2017 | $18,360,000 | +6.5% | 128,635 | +2.9% | 12.92% | -1.0% |
| Q1 2017 | $17,233,000 | +3.4% | 125,028 | +0.9% | 13.05% | -3.5% |
| Q4 2016 | $16,662,000 | – | 123,964 | – | 13.52% | – |
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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% |