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 | $1,878,468 | -5.7% | 9,021 | -0.3% | 1.23% | +8.9% |
| Q2 2023 | $1,991,665 | +10.7% | 9,046 | +6.0% | 1.13% | +2.8% |
| Q1 2023 | $1,799,572 | +5.8% | 8,532 | +2.3% | 1.10% | -8.9% |
| Q4 2022 | $1,700,161 | +8.6% | 8,342 | +0.2% | 1.21% | -7.3% |
| Q3 2022 | $1,565,000 | -2.7% | 8,326 | +2.0% | 1.30% | +3.0% |
| Q2 2022 | $1,608,000 | -26.6% | 8,164 | -11.3% | 1.26% | -11.9% |
| Q1 2022 | $2,190,000 | -1.5% | 9,208 | +5.5% | 1.44% | +1.9% |
| Q4 2021 | $2,223,000 | +11.4% | 8,725 | +3.5% | 1.41% | +4.1% |
| Q3 2021 | $1,996,000 | +0.3% | 8,431 | +0.5% | 1.35% | +6.0% |
| Q2 2021 | $1,990,000 | +5.4% | 8,385 | -1.7% | 1.28% | +10.5% |
| Q1 2021 | $1,888,000 | +58.4% | 8,531 | +26.2% | 1.16% | +23.1% |
| Q4 2020 | $1,192,000 | 0.0% | 6,761 | 0.0% | 0.94% | +0.6% |
| Q3 2020 | $1,192,000 | +38.8% | 6,761 | +29.0% | 0.93% | +31.2% |
| Q2 2020 | $859,000 | +225.4% | 5,240 | +253.1% | 0.71% | +280.2% |
| Q4 2019 | $264,000 | – | 1,484 | – | 0.19% | – |
Download | ||||||
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% |