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 | $1,148 | +19.6% | 5,512 | +26.5% | 0.75% | +20.7% |
| Q2 2023 | $960 | +4.5% | 4,359 | 0.0% | 0.62% | +1.6% |
| Q1 2023 | $919 | -0.6% | 4,359 | -4.0% | 0.61% | -3.6% |
| Q4 2022 | $925 | -99.8% | 4,539 | +50.4% | 0.64% | +44.6% |
| Q3 2022 | $567,000 | -21.9% | 3,018 | -18.2% | 0.44% | -17.0% |
| Q2 2022 | $726,000 | +1.1% | 3,688 | +22.2% | 0.53% | +15.5% |
| Q1 2022 | $718,000 | +146.7% | 3,018 | +164.0% | 0.46% | +141.1% |
| Q4 2021 | $291,000 | +7.4% | 1,143 | 0.0% | 0.19% | -3.6% |
| Q3 2021 | $271,000 | 0.0% | 1,143 | 0.0% | 0.20% | +4.8% |
| Q2 2021 | $271,000 | +102.2% | 1,143 | +88.3% | 0.19% | +86.1% |
| Q1 2021 | $134,000 | +226.8% | 607 | +203.5% | 0.10% | +206.1% |
| Q4 2020 | $41,000 | +17.1% | 200 | 0.0% | 0.03% | +10.0% |
| Q3 2020 | $35,000 | -47.0% | 200 | -50.0% | 0.03% | -46.4% |
| Q2 2020 | $66,000 | +24.5% | 400 | 0.0% | 0.06% | +7.7% |
| Q1 2020 | $53,000 | -42.4% | 400 | -22.3% | 0.05% | -28.8% |
| Q4 2019 | $92,000 | -10.7% | 515 | -16.3% | 0.07% | -12.0% |
| Q3 2019 | $103,000 | 0.0% | 615 | 0.0% | 0.08% | -7.8% |
| Q2 2019 | $103,000 | -41.1% | 615 | -43.6% | 0.09% | -41.2% |
| Q1 2019 | $175,000 | +15.9% | 1,090 | 0.0% | 0.15% | +1.3% |
| Q4 2018 | $151,000 | -15.6% | 1,090 | 0.0% | 0.15% | -1.9% |
| Q3 2018 | $179,000 | -35.1% | 1,090 | -37.7% | 0.15% | -37.4% |
| Q2 2018 | $276,000 | -99.8% | 1,751 | +60.6% | 0.25% | +61.8% |
| Q1 2018 | $168,089,000 | -0.4% | 1,090 | 0.0% | 0.15% | +8.6% |
| Q4 2017 | $168,710,000 | +5.3% | 1,090 | 0.0% | 0.14% | +1.4% |
| Q3 2017 | $160,230,000 | +3.1% | 1,090 | 0.0% | 0.14% | +3.0% |
| Q2 2017 | $155,347,000 | +2.4% | 1,090 | 0.0% | 0.13% | -0.7% |
| Q1 2017 | $151,772,000 | +29.6% | 1,090 | +22.5% | 0.14% | +23.9% |
| Q4 2016 | $117,151,000 | – | 890 | – | 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% |