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 | $1,980,904 | -16.7% | 9,513 | -11.9% | 0.18% | -1.7% |
| Q2 2023 | $2,378,595 | -0.0% | 10,804 | -4.2% | 0.18% | -9.0% |
| Q1 2023 | $2,379,120 | +0.2% | 11,280 | -3.2% | 0.20% | -14.6% |
| Q4 2022 | $2,375,127 | +10.9% | 11,654 | +2.3% | 0.23% | -4.9% |
| Q3 2022 | $2,141,000 | -96.2% | 11,391 | -96.8% | 0.24% | -96.2% |
| Q2 2022 | $56,557,000 | +1274.1% | 354,025 | +2091.4% | 6.40% | +1479.8% |
| Q4 2021 | $4,116,000 | +18.3% | 16,155 | +9.9% | 0.40% | +5.2% |
| Q3 2021 | $3,479,000 | +7.2% | 14,695 | +7.5% | 0.38% | +3.8% |
| Q2 2021 | $3,246,000 | +6.0% | 13,676 | -1.1% | 0.37% | -5.4% |
| Q1 2021 | $3,061,000 | +11.9% | 13,830 | +4.5% | 0.39% | -15.3% |
| Q4 2020 | $2,736,000 | +20.6% | 13,232 | +6.4% | 0.46% | +6.2% |
| Q3 2020 | $2,269,000 | +104.0% | 12,431 | +86.0% | 0.44% | +73.7% |
| Q2 2020 | $1,112,000 | +60.0% | 6,683 | +38.6% | 0.25% | +34.2% |
| Q1 2020 | $695,000 | -16.9% | 4,823 | +3.1% | 0.19% | -8.8% |
| Q4 2019 | $836,000 | +7.6% | 4,680 | -1.4% | 0.20% | -4.2% |
| Q3 2019 | $777,000 | -6.7% | 4,746 | -2.4% | 0.21% | -5.3% |
| Q2 2019 | $833,000 | -2.9% | 4,864 | -5.5% | 0.23% | -13.4% |
| Q1 2019 | $858,000 | -5.3% | 5,148 | -11.1% | 0.26% | -8.1% |
| Q4 2018 | $906,000 | – | 5,792 | – | 0.28% | – |
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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% |