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 | $2,888,914 | -63.3% | 13,873 | -61.2% | 0.60% | -59.8% |
| Q2 2023 | $7,871,055 | +6.5% | 35,752 | +2.0% | 1.48% | -1.0% |
| Q1 2023 | $7,392,476 | +7.1% | 35,049 | +3.5% | 1.50% | +61.5% |
| Q4 2022 | $6,902,011 | +20.6% | 33,865 | +11.2% | 0.93% | -33.4% |
| Q3 2022 | $5,723,000 | +5.0% | 30,445 | +10.1% | 1.39% | +26.0% |
| Q2 2022 | $5,448,000 | -4.7% | 27,661 | +15.1% | 1.11% | +8.6% |
| Q1 2022 | $5,718,000 | +1.7% | 24,040 | +8.9% | 1.02% | +9.0% |
| Q4 2021 | $5,623,000 | +23.1% | 22,072 | +14.4% | 0.93% | +15.5% |
| Q3 2021 | $4,566,000 | +100.8% | 19,287 | +101.3% | 0.81% | +94.9% |
| Q2 2021 | $2,274,000 | +42.6% | 9,582 | +33.0% | 0.42% | +13.4% |
| Q1 2021 | $1,595,000 | +33.8% | 7,207 | +25.0% | 0.37% | +22.4% |
| Q4 2020 | $1,192,000 | +40.2% | 5,764 | +19.5% | 0.30% | +8.3% |
| Q3 2020 | $850,000 | +16.8% | 4,823 | +8.6% | 0.28% | -0.7% |
| Q2 2020 | $728,000 | +74.6% | 4,443 | +40.1% | 0.28% | +46.3% |
| Q1 2020 | $417,000 | -6.3% | 3,171 | +27.1% | 0.19% | +13.8% |
| Q4 2019 | $445,000 | +206.9% | 2,495 | +187.8% | 0.17% | +156.9% |
| Q3 2019 | $145,000 | +7.4% | 867 | +7.4% | 0.06% | +12.1% |
| Q2 2019 | $135,000 | +159.6% | 807 | +148.3% | 0.06% | +114.8% |
| Q1 2019 | $52,000 | +30.0% | 325 | +12.8% | 0.03% | +3.8% |
| Q4 2018 | $40,000 | -31.0% | 288 | -19.1% | 0.03% | -25.7% |
| Q3 2018 | $58,000 | +61.1% | 356 | +55.5% | 0.04% | -7.9% |
| Q2 2018 | $36,000 | -93.7% | 229 | -94.0% | 0.04% | -91.0% |
| Q1 2018 | $571,000 | -5.1% | 3,792 | +1.0% | 0.42% | -6.2% |
| Q4 2017 | $602,000 | +11.9% | 3,754 | +3.4% | 0.45% | -6.4% |
| Q3 2017 | $538,000 | +27.2% | 3,631 | +22.5% | 0.48% | +9.1% |
| Q2 2017 | $423,000 | +11.3% | 2,963 | +7.5% | 0.44% | +10.2% |
| Q1 2017 | $380,000 | +14.1% | 2,756 | +11.2% | 0.40% | -12.1% |
| Q4 2016 | $333,000 | – | 2,479 | – | 0.46% | – |
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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% |