VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,575 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $13,324,093 | -7.6% | 63,983 | -2.3% | 0.44% | -4.3% |
Q2 2023 | $14,416,948 | +4.5% | 65,483 | +0.1% | 0.46% | -0.2% |
Q1 2023 | $13,800,969 | +34.3% | 65,431 | +29.7% | 0.46% | +4.3% |
Q4 2022 | $10,279,355 | +5.8% | 50,435 | -2.5% | 0.45% | -0.2% |
Q3 2022 | $9,719,000 | -5.1% | 51,703 | -0.5% | 0.45% | -4.9% |
Q2 2022 | $10,236,000 | -22.1% | 51,968 | -4.7% | 0.47% | -9.8% |
Q1 2022 | $13,141,000 | -6.1% | 54,525 | -0.8% | 0.52% | +0.2% |
Q4 2021 | $13,998,000 | +8.4% | 54,945 | +0.8% | 0.52% | -0.2% |
Q3 2021 | $12,912,000 | -8.0% | 54,535 | -7.8% | 0.52% | -12.3% |
Q2 2021 | $14,031,000 | +5.6% | 59,117 | -1.5% | 0.59% | -5.3% |
Q1 2021 | $13,284,000 | +1.6% | 60,014 | -5.1% | 0.63% | -11.7% |
Q4 2020 | $13,078,000 | +15.6% | 63,250 | -1.4% | 0.71% | +1.4% |
Q3 2020 | $11,309,000 | +1.2% | 64,158 | -5.9% | 0.70% | -4.0% |
Q2 2020 | $11,170,000 | +18.6% | 68,148 | -4.7% | 0.73% | -4.3% |
Q1 2020 | $9,415,000 | -29.2% | 71,521 | -4.2% | 0.76% | -23.6% |
Q4 2019 | $13,297,000 | +2.9% | 74,628 | -3.2% | 1.00% | -9.9% |
Q3 2019 | $12,920,000 | -1.7% | 77,089 | -2.0% | 1.11% | -13.7% |
Q2 2019 | $13,145,000 | -9.5% | 78,639 | -12.9% | 1.28% | -21.3% |
Q1 2019 | $14,517,000 | +12.4% | 90,307 | -3.4% | 1.63% | -9.5% |
Q4 2018 | $12,912,000 | -17.4% | 93,446 | -1.8% | 1.80% | -7.3% |
Q3 2018 | $15,626,000 | +4.9% | 95,172 | +0.7% | 1.94% | -8.9% |
Q2 2018 | $14,900,000 | +1.4% | 94,523 | -0.8% | 2.13% | -7.1% |
Q1 2018 | $14,692,000 | +1.2% | 95,275 | +1.5% | 2.29% | -3.5% |
Q4 2017 | $14,523,000 | +3.4% | 93,827 | -0.3% | 2.38% | -1.6% |
Q3 2017 | $14,041,000 | +3.3% | 94,068 | +0.4% | 2.42% | -5.8% |
Q2 2017 | $13,599,000 | -43.6% | 93,725 | -45.4% | 2.56% | +7.1% |
Q1 2017 | $24,104,000 | +134.0% | 171,698 | +119.3% | 2.40% | -1.0% |
Q4 2016 | $10,303,000 | – | 78,276 | – | 2.42% | – |
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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% |