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 | $38,814,404 | +2.1% | 186,393 | +8.0% | 7.80% | -2.1% |
| Q2 2023 | $38,013,279 | +0.7% | 172,662 | -3.6% | 7.97% | -9.6% |
| Q1 2023 | $37,763,714 | +1.8% | 179,043 | -1.7% | 8.82% | -7.8% |
| Q4 2022 | $37,107,733 | +10.6% | 182,070 | +2.0% | 9.56% | +3.7% |
| Q3 2022 | $33,543,000 | +21.9% | 178,442 | +27.7% | 9.22% | +7.8% |
| Q2 2022 | $27,515,000 | -16.0% | 139,691 | +1.4% | 8.55% | -9.8% |
| Q1 2022 | $32,768,000 | -3.7% | 137,772 | +3.2% | 9.48% | +3.1% |
| Q4 2021 | $34,015,000 | +6.8% | 133,513 | -0.8% | 9.20% | -3.0% |
| Q3 2021 | $31,857,000 | +0.4% | 134,552 | +0.6% | 9.48% | -1.7% |
| Q2 2021 | $31,738,000 | +6.9% | 133,716 | -0.3% | 9.64% | -6.7% |
| Q1 2021 | $29,678,000 | +7.5% | 134,083 | +0.4% | 10.34% | +1.3% |
| Q4 2020 | $27,607,000 | +20.5% | 133,518 | +2.8% | 10.21% | +4.2% |
| Q3 2020 | $22,902,000 | +12.3% | 129,931 | +4.4% | 9.80% | +3.7% |
| Q2 2020 | $20,394,000 | +32.4% | 124,419 | +6.3% | 9.45% | +10.1% |
| Q1 2020 | $15,409,000 | -21.5% | 117,047 | +6.2% | 8.58% | -8.9% |
| Q4 2019 | $19,634,000 | +9.1% | 110,194 | +2.7% | 9.42% | -0.9% |
| Q3 2019 | $17,991,000 | +12.4% | 107,347 | +7.8% | 9.50% | +7.1% |
| Q2 2019 | $16,003,000 | 0.0% | 99,552 | 0.0% | 8.87% | 0.0% |
| Q1 2019 | $16,003,000 | +23.2% | 99,552 | +5.9% | 8.87% | +6.6% |
| Q4 2018 | $12,989,000 | -14.1% | 94,002 | +2.1% | 8.33% | -4.3% |
| Q3 2018 | $15,119,000 | +3.2% | 92,082 | -0.9% | 8.70% | -2.1% |
| Q2 2018 | $14,648,000 | -1.7% | 92,922 | -3.9% | 8.89% | +1.9% |
| Q1 2018 | $14,905,000 | +1.4% | 96,654 | +1.8% | 8.73% | +1.4% |
| Q4 2017 | $14,702,000 | – | 94,987 | – | 8.61% | – |
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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% |