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 | $863,143 | -1.9% | 4,145 | +3.8% | 0.11% | +0.9% |
| Q2 2023 | $879,459 | +22.6% | 3,995 | +17.4% | 0.11% | +14.4% |
| Q1 2023 | $717,622 | +4.3% | 3,402 | +0.8% | 0.10% | -2.0% |
| Q4 2022 | $687,951 | +13.9% | 3,375 | +5.1% | 0.10% | +7.6% |
| Q3 2022 | $604,000 | +65.5% | 3,211 | +73.3% | 0.09% | +100.0% |
| Q2 2022 | $365,000 | -45.3% | 1,853 | -33.9% | 0.05% | -40.3% |
| Q1 2022 | $667,000 | -0.9% | 2,805 | +6.2% | 0.08% | +4.1% |
| Q4 2021 | $673,000 | +48.9% | 2,640 | +38.3% | 0.07% | +34.5% |
| Q3 2021 | $452,000 | 0.0% | 1,909 | +0.2% | 0.06% | 0.0% |
| Q2 2021 | $452,000 | +5.9% | 1,905 | -1.3% | 0.06% | -3.5% |
| Q1 2021 | $427,000 | +7.3% | 1,931 | +0.4% | 0.06% | +1.8% |
| Q4 2020 | $398,000 | +17.4% | 1,924 | +0.1% | 0.06% | +3.7% |
| Q3 2020 | $339,000 | +7.3% | 1,923 | -0.3% | 0.05% | -1.8% |
| Q2 2020 | $316,000 | +18.8% | 1,928 | -4.7% | 0.06% | -3.5% |
| Q1 2020 | $266,000 | -4.0% | 2,024 | +30.2% | 0.06% | +23.9% |
| Q4 2019 | $277,000 | +11.7% | 1,554 | +5.1% | 0.05% | 0.0% |
| Q3 2019 | $248,000 | +32.6% | 1,478 | +27.0% | 0.05% | +43.8% |
| Q1 2019 | $187,000 | +20.6% | 1,164 | +3.9% | 0.03% | 0.0% |
| Q4 2018 | $155,000 | -19.7% | 1,120 | -4.8% | 0.03% | -3.0% |
| Q3 2018 | $193,000 | +6.6% | 1,177 | +2.8% | 0.03% | 0.0% |
| Q2 2018 | $181,000 | +16.0% | 1,145 | +12.9% | 0.03% | +13.8% |
| Q1 2018 | $156,000 | +17.3% | 1,014 | +17.8% | 0.03% | +20.8% |
| Q4 2017 | $133,000 | – | 861 | – | 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% |