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 | $606,662 | -6.7% | 2,913 | -1.4% | 0.21% | -4.5% |
| Q2 2023 | $650,255 | +3.7% | 2,954 | -0.6% | 0.22% | -20.4% |
| Q1 2023 | $626,882 | +11.2% | 2,972 | +7.4% | 0.28% | +1.5% |
| Q4 2022 | $563,946 | +9.3% | 2,767 | +0.7% | 0.28% | -1.1% |
| Q3 2022 | $516,000 | -15.7% | 2,747 | -11.5% | 0.28% | -13.7% |
| Q2 2022 | $612,000 | -16.4% | 3,105 | +0.8% | 0.32% | -3.6% |
| Q1 2022 | $732,000 | -7.2% | 3,079 | -0.5% | 0.33% | -5.1% |
| Q4 2021 | $789,000 | +7.8% | 3,095 | +0.0% | 0.35% | +1.1% |
| Q3 2021 | $732,000 | -1.5% | 3,094 | -1.1% | 0.35% | -3.1% |
| Q2 2021 | $743,000 | +3.3% | 3,129 | +0.3% | 0.36% | +0.6% |
| Q1 2021 | $719,000 | +11.8% | 3,120 | +0.4% | 0.36% | -4.8% |
| Q4 2020 | $643,000 | +13.2% | 3,108 | -3.6% | 0.38% | +2.2% |
| Q3 2020 | $568,000 | -3.4% | 3,223 | -10.2% | 0.37% | -10.9% |
| Q2 2020 | $588,000 | +8.9% | 3,590 | -5.7% | 0.41% | -0.5% |
| Q1 2020 | $540,000 | -30.3% | 3,809 | -9.8% | 0.41% | -24.5% |
| Q4 2019 | $775,000 | -8.2% | 4,221 | -16.2% | 0.55% | -13.8% |
| Q3 2019 | $844,000 | -1.3% | 5,039 | +0.3% | 0.64% | -0.2% |
| Q2 2019 | $855,000 | +4.0% | 5,025 | -1.7% | 0.64% | +2.2% |
| Q1 2019 | $822,000 | +7.5% | 5,112 | -1.3% | 0.62% | -1.3% |
| Q4 2018 | $765,000 | -11.1% | 5,181 | -9.1% | 0.63% | -18.3% |
| Q3 2018 | $861,000 | +2.3% | 5,699 | +6.6% | 0.77% | -7.1% |
| Q2 2018 | $842,000 | -1.5% | 5,344 | -3.6% | 0.83% | -2.4% |
| Q1 2018 | $855,000 | -5.3% | 5,543 | -5.0% | 0.85% | +7.3% |
| Q4 2017 | $903,000 | – | 5,833 | – | 0.79% | – |
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% |