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 | $321 | -11.8% | 1,544 | -6.6% | 0.22% | -8.9% |
| Q2 2023 | $364 | +2.5% | 1,653 | -1.7% | 0.25% | +3.3% |
| Q1 2023 | $355 | +4.1% | 1,682 | +0.4% | 0.24% | +0.8% |
| Q4 2022 | $341 | -99.9% | 1,675 | +0.5% | 0.24% | -0.4% |
| Q3 2022 | $313,000 | -4.9% | 1,666 | -0.3% | 0.24% | -1.7% |
| Q2 2022 | $329,000 | -16.9% | 1,671 | +0.3% | 0.24% | +13.6% |
| Q1 2022 | $396,000 | -6.4% | 1,666 | +0.3% | 0.21% | -0.9% |
| Q4 2021 | $423,000 | +9.3% | 1,661 | +1.6% | 0.22% | 0.0% |
| Q3 2021 | $387,000 | -3.0% | 1,635 | -2.7% | 0.22% | +6.4% |
| Q2 2021 | $399,000 | +7.0% | 1,680 | -0.3% | 0.20% | -1.0% |
| Q1 2021 | $373,000 | +7.2% | 1,685 | +0.2% | 0.20% | +3.0% |
| Q4 2020 | $348,000 | +18.4% | 1,681 | +0.8% | 0.20% | +3.7% |
| Q3 2020 | $294,000 | +7.7% | 1,667 | 0.0% | 0.19% | -4.5% |
| Q2 2020 | $273,000 | -55.2% | 1,667 | -64.0% | 0.20% | -63.6% |
| Q1 2020 | $610,000 | -12.6% | 4,632 | +18.2% | 0.55% | +4.0% |
| Q4 2019 | $698,000 | +4.2% | 3,920 | -2.0% | 0.53% | -4.3% |
| Q3 2019 | $670,000 | +0.9% | 3,998 | +0.7% | 0.55% | -2.5% |
| Q2 2019 | $664,000 | +4.6% | 3,972 | +0.6% | 0.57% | +0.7% |
| Q1 2019 | $635,000 | +16.3% | 3,949 | -0.1% | 0.56% | -0.2% |
| Q4 2018 | $546,000 | -15.0% | 3,951 | +1.0% | 0.56% | +0.5% |
| Q3 2018 | $642,000 | +3.9% | 3,913 | -0.1% | 0.56% | -3.8% |
| Q2 2018 | $618,000 | +2.7% | 3,918 | +0.4% | 0.58% | -3.2% |
| Q1 2018 | $602,000 | -2.3% | 3,904 | -1.8% | 0.60% | +6.0% |
| Q4 2017 | $616,000 | – | 3,977 | – | 0.57% | – |
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% |