VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 50 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $356,060 | -5.3% | 1,710 | +0.1% | 0.04% | -4.8% |
| Q2 2023 | $376,063 | -4.2% | 1,708 | -8.2% | 0.04% | -10.6% |
| Q1 2023 | $392,382 | +32.4% | 1,860 | +27.8% | 0.05% | +27.0% |
| Q4 2022 | $296,463 | -22.6% | 1,455 | -28.6% | 0.04% | -28.8% |
| Q3 2022 | $383,000 | -4.2% | 2,037 | +0.2% | 0.05% | -1.9% |
| Q2 2022 | $400,000 | -19.2% | 2,033 | -2.3% | 0.05% | -10.2% |
| Q1 2022 | $495,000 | +3.3% | 2,081 | +10.8% | 0.06% | +3.5% |
| Q4 2021 | $479,000 | +11.7% | 1,879 | +3.6% | 0.06% | +3.6% |
| Q3 2021 | $429,000 | +3.6% | 1,813 | +3.9% | 0.06% | 0.0% |
| Q2 2021 | $414,000 | +28.2% | 1,745 | +19.6% | 0.06% | +14.6% |
| Q1 2021 | $323,000 | +28.2% | 1,459 | +19.9% | 0.05% | +20.0% |
| Q4 2020 | $252,000 | +46.5% | 1,217 | +24.6% | 0.04% | +33.3% |
| Q3 2020 | $172,000 | +12.4% | 977 | +4.8% | 0.03% | +3.4% |
| Q2 2020 | $153,000 | +41.7% | 932 | +13.7% | 0.03% | +26.1% |
| Q1 2020 | $108,000 | -22.9% | 820 | +4.1% | 0.02% | -11.5% |
| Q4 2019 | $140,000 | +9.4% | 788 | +3.5% | 0.03% | +4.0% |
| Q3 2019 | $128,000 | -7.2% | 761 | -8.0% | 0.02% | -10.7% |
| Q2 2019 | $138,000 | +1.5% | 827 | -2.0% | 0.03% | -20.0% |
| Q1 2019 | $136,000 | +16.2% | 844 | 0.0% | 0.04% | +9.4% |
| Q4 2018 | $117,000 | +36.0% | 844 | +60.8% | 0.03% | +39.1% |
| Q3 2018 | $86,000 | +8.9% | 525 | +5.0% | 0.02% | 0.0% |
| Q2 2018 | $79,000 | +5.3% | 500 | +0.4% | 0.02% | +4.5% |
| Q1 2018 | $75,000 | -5.1% | 498 | +0.2% | 0.02% | -15.4% |
| Q4 2017 | $79,000 | +16.2% | 497 | +8.0% | 0.03% | +13.0% |
| Q3 2017 | $68,000 | -2.9% | 460 | -5.5% | 0.02% | -14.8% |
| Q2 2017 | $70,000 | +677.8% | 487 | +595.7% | 0.03% | +575.0% |
| Q3 2016 | $9,000 | – | 70 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCK Partners, Inc. | 117,550 | $24,478,654 | 15.26% |
| TL Private Wealth | 118,648 | $24,685,931 | 14.14% |
| Axiom Financial Strategies, LLC | 99,551 | $20,730,396 | 13.91% |
| Conrad Siegel Investment Advisors, Inc. | 125,262 | $26,084,623 | 13.47% |
| Northwest Quadrant Wealth Management, LLC | 223,403 | $46,521,416 | 13.06% |
| OAK HILL WEALTH ADVISORS, LLC | 172,303 | $35,880,410 | 11.97% |
| JMG Financial Group, Ltd. | 1,183,719 | $246,497,747 | 11.89% |
| CONSILIO WEALTH ADVISORS, LLC | 99,247 | $20,141,211 | 11.71% |
| SEARCY FINANCIAL SERVICES INC /ADV | 90,189 | $18,780,914 | 11.34% |
| Stephens Consulting, LLC | 130,925 | $27,263,827 | 11.07% |