VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,579 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.25 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $216,154 | -29.9% | 1,038 | -25.9% | 0.03% | -29.7% |
| Q2 2023 | $308,445 | +32.6% | 1,401 | +27.0% | 0.04% | +32.1% |
| Q1 2023 | $232,645 | +2.5% | 1,103 | -1.0% | 0.03% | -6.7% |
| Q4 2022 | $227,044 | +7.6% | 1,114 | -0.5% | 0.03% | +3.4% |
| Q3 2022 | $211,000 | -2.3% | 1,120 | +2.1% | 0.03% | -3.3% |
| Q2 2022 | $216,000 | -17.2% | 1,097 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $261,000 | -6.8% | 1,097 | -0.1% | 0.03% | -3.2% |
| Q4 2021 | $280,000 | +7.7% | 1,098 | 0.0% | 0.03% | +3.3% |
| Q3 2021 | $260,000 | -3.3% | 1,098 | -3.1% | 0.03% | -3.2% |
| Q2 2021 | $269,000 | +7.2% | 1,133 | -0.2% | 0.03% | 0.0% |
| Q1 2021 | $251,000 | -3.5% | 1,135 | -9.8% | 0.03% | -11.4% |
| Q4 2020 | $260,000 | +17.1% | 1,258 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $222,000 | +7.8% | 1,258 | 0.0% | 0.04% | +2.9% |
| Q2 2020 | $206,000 | -37.0% | 1,258 | -49.3% | 0.03% | -52.1% |
| Q1 2020 | $327,000 | -37.2% | 2,482 | -15.1% | 0.07% | -18.4% |
| Q4 2019 | $521,000 | +7.6% | 2,925 | +1.4% | 0.09% | +1.2% |
| Q3 2019 | $484,000 | +0.4% | 2,886 | 0.0% | 0.09% | -2.3% |
| Q2 2019 | $482,000 | -18.3% | 2,886 | -21.3% | 0.09% | -20.7% |
| Q1 2019 | $590,000 | -1.2% | 3,669 | -15.1% | 0.11% | -15.3% |
| Q4 2018 | $597,000 | -10.5% | 4,324 | +6.5% | 0.13% | +0.8% |
| Q3 2018 | $667,000 | +8.1% | 4,062 | +3.8% | 0.13% | +3.2% |
| Q2 2018 | $617,000 | +2.0% | 3,915 | -0.1% | 0.13% | +0.8% |
| Q1 2018 | $605,000 | +6.1% | 3,920 | +6.4% | 0.12% | 0.0% |
| Q4 2017 | $570,000 | +4.4% | 3,684 | 0.0% | 0.12% | -1.6% |
| Q3 2017 | $546,000 | +3.2% | 3,684 | -0.6% | 0.13% | -5.9% |
| Q2 2017 | $529,000 | +10.2% | 3,706 | +6.5% | 0.14% | +3.1% |
| Q1 2017 | $480,000 | +33.3% | 3,481 | +28.2% | 0.13% | +4.8% |
| Q4 2016 | $360,000 | +1.7% | 2,715 | -2.0% | 0.12% | +0.8% |
| Q3 2016 | $354,000 | +17.6% | 2,769 | +13.2% | 0.12% | +11.7% |
| Q2 2016 | $301,000 | – | 2,446 | – | 0.11% | – |
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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% |