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 | $1,812,792 | -3.8% | 8,997 | +5.1% | 0.13% | -2.2% |
| Q2 2023 | $1,885,165 | -16.4% | 8,563 | -19.9% | 0.13% | -17.3% |
| Q1 2023 | $2,254,478 | -22.7% | 10,689 | -25.3% | 0.16% | -25.3% |
| Q4 2022 | $2,917,264 | +10.3% | 14,314 | +1.7% | 0.22% | -0.5% |
| Q3 2022 | $2,645,000 | -4.1% | 14,074 | +0.4% | 0.22% | -2.7% |
| Q2 2022 | $2,759,000 | -24.0% | 14,011 | -8.2% | 0.22% | -6.3% |
| Q1 2022 | $3,629,000 | +2.6% | 15,259 | +9.9% | 0.24% | +7.2% |
| Q4 2021 | $3,537,000 | +6.7% | 13,880 | -0.9% | 0.22% | -0.4% |
| Q3 2021 | $3,316,000 | +0.3% | 14,006 | +0.6% | 0.22% | +1.4% |
| Q2 2021 | $3,305,000 | -24.2% | 13,925 | -29.3% | 0.22% | -28.5% |
| Q1 2021 | $4,359,000 | -3.1% | 19,693 | -9.6% | 0.31% | +0.7% |
| Q4 2020 | $4,497,000 | +16.8% | 21,786 | -0.3% | 0.31% | -6.7% |
| Q3 2020 | $3,851,000 | -7.1% | 21,848 | -18.5% | 0.33% | -16.3% |
| Q2 2020 | $4,146,000 | +22.6% | 26,803 | +4.3% | 0.39% | -18.6% |
| Q1 2020 | $3,382,000 | -25.3% | 25,692 | +1.1% | 0.48% | +0.2% |
| Q4 2019 | $4,527,000 | +22.2% | 25,411 | +14.9% | 0.48% | +13.9% |
| Q3 2019 | $3,706,000 | -30.8% | 22,109 | -31.0% | 0.42% | -31.9% |
| Q2 2019 | $5,356,000 | +1.8% | 32,043 | -2.1% | 0.62% | -5.0% |
| Q1 2019 | $5,259,000 | +15.9% | 32,717 | -0.4% | 0.65% | +5.7% |
| Q4 2018 | $4,539,000 | -17.0% | 32,847 | -1.3% | 0.62% | +1.5% |
| Q3 2018 | $5,466,000 | +3.8% | 33,292 | -0.3% | 0.61% | -4.4% |
| Q2 2018 | $5,266,000 | -0.1% | 33,385 | -2.3% | 0.64% | -6.9% |
| Q1 2018 | $5,270,000 | +10.1% | 34,171 | +10.5% | 0.68% | +4.9% |
| Q4 2017 | $4,788,000 | – | 30,935 | – | 0.65% | – |
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% |