VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,338 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $761,288 | +1.6% | 3,656 | +7.4% | 0.13% | +25.7% |
| Q2 2023 | $749,645 | +3.4% | 3,405 | -1.0% | 0.10% | -0.9% |
| Q1 2023 | $725,143 | +1.2% | 3,438 | -2.2% | 0.11% | -7.0% |
| Q4 2022 | $716,800 | +17.5% | 3,517 | +8.3% | 0.11% | +3.6% |
| Q3 2022 | $610,000 | +4.8% | 3,246 | +9.9% | 0.11% | -14.7% |
| Q2 2022 | $582,000 | -8.3% | 2,953 | +10.7% | 0.13% | +4.0% |
| Q1 2022 | $635,000 | -0.2% | 2,668 | +6.9% | 0.12% | -3.9% |
| Q4 2021 | $636,000 | +44.2% | 2,496 | +34.0% | 0.13% | +24.0% |
| Q3 2021 | $441,000 | -0.2% | 1,863 | 0.0% | 0.10% | -5.5% |
| Q2 2021 | $442,000 | +7.3% | 1,863 | 0.0% | 0.11% | +7.8% |
| Q1 2021 | $412,000 | +7.0% | 1,863 | 0.0% | 0.10% | -33.8% |
| Q4 2020 | $385,000 | +17.4% | 1,863 | 0.0% | 0.15% | 0.0% |
| Q3 2020 | $328,000 | +7.5% | 1,863 | 0.0% | 0.15% | +3.4% |
| Q2 2020 | $305,000 | +24.5% | 1,863 | 0.0% | 0.15% | +2.1% |
| Q1 2020 | $245,000 | +5.2% | 1,863 | +42.5% | 0.15% | +43.1% |
| Q4 2019 | $233,000 | +65.2% | 1,307 | +52.0% | 0.10% | -14.3% |
| Q3 2018 | $141,000 | +3.7% | 860 | 0.0% | 0.12% | -5.6% |
| Q2 2018 | $136,000 | +2.3% | 860 | 0.0% | 0.13% | -3.1% |
| Q1 2018 | $133,000 | 0.0% | 860 | 0.0% | 0.13% | 0.0% |
| Q4 2017 | $133,000 | – | 860 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCK Partners, Inc. | 117,550 | $24,478,654 | 15.26% |
| TL Private Wealth | 118,648 | $24,685,931 | 14.14% |
| Axiom Financial Strategies, LLC | 99,551 | $20,730,396 | 13.91% |
| Conrad Siegel Investment Advisors, Inc. | 125,262 | $26,084,623 | 13.47% |
| Northwest Quadrant Wealth Management, LLC | 223,403 | $46,521,416 | 13.06% |
| OAK HILL WEALTH ADVISORS, LLC | 172,303 | $35,880,410 | 11.97% |
| JMG Financial Group, Ltd. | 1,183,719 | $246,497,747 | 11.89% |
| CONSILIO WEALTH ADVISORS, LLC | 99,247 | $20,141,211 | 11.71% |
| SEARCY FINANCIAL SERVICES INC /ADV | 90,189 | $18,780,914 | 11.34% |
| Stephens Consulting, LLC | 130,925 | $27,263,827 | 11.07% |