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 | $223,233 | -5.4% | 1,072 | 0.0% | 0.09% | +3.4% |
| Q2 2023 | $236,012 | +3.1% | 1,072 | -1.2% | 0.09% | -2.2% |
| Q1 2023 | $228,848 | +4.2% | 1,085 | +0.6% | 0.09% | -2.2% |
| Q4 2022 | $219,707 | -1.0% | 1,078 | -4.3% | 0.09% | -7.1% |
| Q3 2022 | $222,000 | 0.0% | 1,127 | 0.0% | 0.10% | 0.0% |
| Q2 2022 | $222,000 | -24.0% | 1,127 | -8.1% | 0.10% | -17.5% |
| Q1 2022 | $292,000 | -6.7% | 1,227 | 0.0% | 0.12% | -12.4% |
| Q4 2021 | $313,000 | +7.6% | 1,227 | 0.0% | 0.14% | 0.0% |
| Q3 2021 | $291,000 | -0.3% | 1,227 | 0.0% | 0.14% | -18.5% |
| Q2 2021 | $292,000 | +7.4% | 1,227 | 0.0% | 0.17% | -3.4% |
| Q1 2021 | $272,000 | -18.6% | 1,227 | -24.1% | 0.17% | -16.3% |
| Q4 2020 | $334,000 | +26.0% | 1,617 | 0.0% | 0.21% | +6.1% |
| Q3 2020 | $265,000 | 0.0% | 1,617 | 0.0% | 0.20% | 0.0% |
| Q2 2020 | $265,000 | +9.1% | 1,617 | -12.4% | 0.20% | -3.9% |
| Q1 2020 | $243,000 | -34.7% | 1,846 | -11.5% | 0.20% | -21.5% |
| Q4 2019 | $372,000 | +6.3% | 2,087 | 0.0% | 0.26% | -0.4% |
| Q3 2019 | $350,000 | +0.3% | 2,087 | 0.0% | 0.26% | -2.2% |
| Q2 2019 | $349,000 | +4.2% | 2,087 | 0.0% | 0.27% | -6.6% |
| Q1 2019 | $335,000 | +61.8% | 2,087 | +39.2% | 0.29% | +43.7% |
| Q4 2018 | $207,000 | -15.9% | 1,499 | 0.0% | 0.20% | -8.3% |
| Q3 2018 | $246,000 | +4.2% | 1,499 | 0.0% | 0.22% | -1.8% |
| Q2 2018 | $236,000 | +7.3% | 1,499 | 0.0% | 0.22% | +7.3% |
| Q3 2017 | $220,000 | – | 1,499 | – | 0.21% | – |
Download | ||||||
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% |