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 | $1,160,997 | +8.5% | 5,575 | +14.7% | 0.13% | +10.8% |
| Q2 2023 | $1,070,490 | +14.4% | 4,862 | +9.6% | 0.12% | 0.0% |
| Q1 2023 | $935,763 | +4.0% | 4,436 | +0.5% | 0.12% | -3.2% |
| Q4 2022 | $900,192 | +6.2% | 4,416 | -2.1% | 0.12% | -0.8% |
| Q3 2022 | $848,000 | -9.6% | 4,513 | -5.2% | 0.12% | -4.6% |
| Q2 2022 | $938,000 | -13.9% | 4,761 | +4.0% | 0.13% | -3.7% |
| Q1 2022 | $1,089,000 | -11.1% | 4,580 | -4.8% | 0.14% | -8.7% |
| Q4 2021 | $1,225,000 | -3.8% | 4,809 | -10.5% | 0.15% | -13.9% |
| Q3 2021 | $1,273,000 | -1.0% | 5,375 | -0.8% | 0.17% | -29.1% |
| Q2 2021 | $1,286,000 | +0.3% | 5,417 | -6.6% | 0.24% | -6.2% |
| Q1 2021 | $1,282,000 | -82.8% | 5,798 | -83.9% | 0.26% | -85.1% |
| Q4 2020 | $7,434,000 | +20.2% | 35,909 | +2.4% | 1.74% | +3.4% |
| Q3 2020 | $6,187,000 | +13.4% | 35,080 | +5.3% | 1.68% | +2.9% |
| Q2 2020 | $5,457,000 | +28.0% | 33,312 | +2.9% | 1.64% | +6.0% |
| Q1 2020 | $4,264,000 | -32.0% | 32,366 | -7.9% | 1.55% | -13.0% |
| Q4 2019 | $6,268,000 | +8.0% | 35,132 | +1.6% | 1.78% | -1.1% |
| Q3 2019 | $5,805,000 | +0.2% | 34,569 | +0.1% | 1.80% | +7.7% |
| Q2 2019 | $5,796,000 | +3.4% | 34,545 | -0.7% | 1.67% | -0.2% |
| Q1 2019 | $5,603,000 | +8.9% | 34,785 | -6.5% | 1.67% | +1.0% |
| Q4 2018 | $5,143,000 | -16.4% | 37,220 | -0.6% | 1.65% | -6.8% |
| Q3 2018 | $6,151,000 | +6.3% | 37,461 | +2.1% | 1.77% | -3.8% |
| Q2 2018 | $5,788,000 | +4.3% | 36,706 | -0.6% | 1.84% | -2.1% |
| Q1 2018 | $5,549,000 | -2.5% | 36,917 | +3.0% | 1.88% | +6.4% |
| Q4 2017 | $5,690,000 | +11.8% | 35,854 | +4.1% | 1.77% | -8.2% |
| Q3 2017 | $5,090,000 | +69.0% | 34,443 | +63.4% | 1.93% | +46.0% |
| Q2 2017 | $3,012,000 | +10.1% | 21,080 | +6.3% | 1.32% | +0.8% |
| Q1 2017 | $2,735,000 | +10.0% | 19,839 | +7.1% | 1.31% | -9.8% |
| Q4 2016 | $2,486,000 | – | 18,518 | – | 1.45% | – |
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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% |