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 | $39,769,584 | -7.8% | 190,980 | -2.5% | 2.72% | -9.4% |
| Q2 2023 | $43,136,641 | +10.1% | 195,933 | +5.4% | 3.00% | +1.2% |
| Q1 2023 | $39,193,607 | +14.9% | 185,822 | +11.1% | 2.96% | +2.5% |
| Q4 2022 | $34,097,508 | +7.7% | 167,300 | -0.7% | 2.89% | -2.0% |
| Q3 2022 | $31,671,000 | +0.2% | 168,481 | +5.0% | 2.95% | +6.8% |
| Q2 2022 | $31,597,000 | -15.7% | 160,416 | +1.8% | 2.76% | -3.6% |
| Q1 2022 | $37,490,000 | -8.6% | 157,628 | -2.1% | 2.87% | -10.0% |
| Q4 2021 | $41,027,000 | +9.2% | 161,037 | +1.5% | 3.18% | -2.7% |
| Q3 2021 | $37,564,000 | -0.9% | 158,659 | -0.7% | 3.28% | -1.9% |
| Q2 2021 | $37,922,000 | +12.2% | 159,773 | -2.3% | 3.34% | -7.0% |
| Q4 2020 | $33,800,000 | +17.3% | 163,467 | +0.0% | 3.59% | +12.9% |
| Q3 2020 | $28,803,000 | +7.0% | 163,413 | -0.5% | 3.18% | -4.9% |
| Q2 2020 | $26,927,000 | +26.6% | 164,276 | +1.7% | 3.34% | +5.3% |
| Q1 2020 | $21,265,000 | +468.7% | 161,524 | +669.8% | 3.18% | +670.9% |
| Q4 2019 | $3,739,000 | +4.8% | 20,982 | -1.4% | 0.41% | -6.4% |
| Q3 2019 | $3,568,000 | +0.1% | 21,289 | -0.1% | 0.44% | 0.0% |
| Q2 2019 | $3,563,000 | +7.3% | 21,313 | +3.1% | 0.44% | -61.3% |
| Q1 2019 | $3,322,000 | +5.9% | 20,663 | -8.9% | 1.14% | -16.5% |
| Q4 2018 | $3,136,000 | -17.6% | 22,693 | -2.3% | 1.36% | -19.0% |
| Q3 2018 | $3,806,000 | +3.5% | 23,238 | -0.3% | 1.68% | -4.3% |
| Q2 2018 | $3,678,000 | +4.7% | 23,318 | +0.0% | 1.76% | -11.7% |
| Q1 2018 | $3,514,000 | -5.0% | 23,316 | +0.0% | 1.99% | +0.4% |
| Q4 2017 | $3,699,000 | +6.8% | 23,315 | -0.4% | 1.98% | -2.6% |
| Q3 2017 | $3,465,000 | +2.9% | 23,397 | -0.8% | 2.04% | -0.6% |
| Q2 2017 | $3,368,000 | +2.9% | 23,595 | -0.6% | 2.05% | +2.9% |
| Q1 2017 | $3,272,000 | +2.6% | 23,744 | -0.1% | 1.99% | -2.1% |
| Q4 2016 | $3,190,000 | +8.4% | 23,770 | +3.3% | 2.03% | -3.9% |
| Q3 2016 | $2,944,000 | – | 23,008 | – | 2.12% | – |
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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% |