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 | $29,428,378 | -17.6% | 141,320 | -12.9% | 1.62% | -12.3% |
| Q2 2023 | $35,708,987 | +7.4% | 162,196 | +2.7% | 1.85% | +4.4% |
| Q1 2023 | $33,261,412 | -7.0% | 157,926 | -10.0% | 1.77% | -18.5% |
| Q4 2022 | $35,772,781 | +6.0% | 175,520 | -2.3% | 2.17% | -7.3% |
| Q3 2022 | $33,755,000 | +7.3% | 179,566 | +12.4% | 2.34% | -1.3% |
| Q2 2022 | $31,467,000 | -31.0% | 159,754 | -16.6% | 2.38% | -34.9% |
| Q1 2022 | $45,575,000 | -4.1% | 191,622 | +2.8% | 3.65% | -3.4% |
| Q4 2021 | $47,513,000 | +12.5% | 186,493 | +4.5% | 3.78% | +9.4% |
| Q3 2021 | $42,246,000 | +0.1% | 178,434 | +0.4% | 3.45% | -0.4% |
| Q2 2021 | $42,193,000 | -4.0% | 177,766 | -10.5% | 3.47% | -11.7% |
| Q1 2021 | $43,944,000 | +9.2% | 198,536 | +2.0% | 3.93% | +1.3% |
| Q4 2020 | $40,227,000 | +28.2% | 194,548 | +9.2% | 3.88% | +14.4% |
| Q3 2020 | $31,388,000 | +9.6% | 178,081 | +1.9% | 3.39% | -10.0% |
| Q2 2020 | $28,640,000 | +31.3% | 174,729 | +5.4% | 3.76% | +5.7% |
| Q1 2020 | $21,817,000 | +79.4% | 165,720 | +142.8% | 3.56% | +67.6% |
| Q4 2019 | $12,164,000 | +4.0% | 68,267 | -2.2% | 2.12% | +12.3% |
| Q3 2019 | $11,699,000 | -4.7% | 69,805 | -4.9% | 1.89% | -2.9% |
| Q2 2019 | $12,276,000 | +9.1% | 73,437 | +4.9% | 1.95% | -1.8% |
| Q1 2019 | $11,251,000 | +12.7% | 69,992 | -3.1% | 1.98% | -5.9% |
| Q4 2018 | $9,983,000 | +37.7% | 72,248 | +63.6% | 2.11% | -12.0% |
| Q3 2018 | $7,251,000 | -20.2% | 44,160 | -24.0% | 2.40% | +12.3% |
| Q2 2018 | $9,084,000 | – | 58,079 | – | 2.13% | – |
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% |