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 | $7,194,900 | -2.7% | 34,551 | +2.9% | 0.09% | +6.0% |
| Q2 2023 | $7,391,872 | +4.0% | 33,575 | -0.3% | 0.08% | +1.2% |
| Q1 2023 | $7,105,895 | +2.2% | 33,690 | -1.2% | 0.08% | -3.5% |
| Q4 2022 | $6,951,551 | +7.4% | 34,108 | -1.0% | 0.09% | +2.4% |
| Q3 2022 | $6,473,000 | -6.0% | 34,436 | -1.5% | 0.08% | +5.0% |
| Q2 2022 | $6,883,000 | -17.1% | 34,945 | +0.2% | 0.08% | +1.3% |
| Q1 2022 | $8,298,000 | -8.5% | 34,890 | -2.0% | 0.08% | +3.9% |
| Q4 2021 | $9,066,000 | +8.6% | 35,588 | +0.9% | 0.08% | +5.6% |
| Q3 2021 | $8,346,000 | +1.7% | 35,255 | +1.9% | 0.07% | +7.5% |
| Q2 2021 | $8,208,000 | +4.2% | 34,582 | -2.9% | 0.07% | 0.0% |
| Q1 2021 | $7,879,000 | +10.9% | 35,600 | +3.6% | 0.07% | +1.5% |
| Q4 2020 | $7,105,000 | +11.1% | 34,362 | -5.3% | 0.07% | +1.5% |
| Q3 2020 | $6,397,000 | +17.7% | 36,295 | +9.5% | 0.06% | +12.1% |
| Q2 2020 | $5,434,000 | +41.7% | 33,154 | +13.8% | 0.06% | +28.9% |
| Q1 2020 | $3,835,000 | +44.9% | 29,136 | +96.1% | 0.04% | +55.2% |
| Q4 2019 | $2,647,000 | -0.0% | 14,858 | -6.0% | 0.03% | -3.3% |
| Q3 2019 | $2,648,000 | +3.5% | 15,800 | +3.2% | 0.03% | +7.1% |
| Q2 2019 | $2,559,000 | +8.4% | 15,312 | +4.3% | 0.03% | +7.7% |
| Q1 2019 | $2,360,000 | +18.7% | 14,685 | +2.0% | 0.03% | +8.3% |
| Q4 2018 | $1,989,000 | -12.7% | 14,396 | +3.7% | 0.02% | +9.1% |
| Q3 2018 | $2,278,000 | +8.4% | 13,880 | +4.1% | 0.02% | +4.8% |
| Q2 2018 | $2,101,000 | +4.3% | 13,330 | +2.0% | 0.02% | +5.0% |
| Q1 2018 | $2,015,000 | -6.6% | 13,070 | -6.2% | 0.02% | +5.3% |
| Q4 2017 | $2,157,000 | – | 13,936 | – | 0.02% | – |
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% |