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 | $800,068 | -5.5% | 3,842 | -0.1% | 0.09% | -4.4% |
| Q2 2023 | $846,526 | -3.2% | 3,845 | -7.2% | 0.09% | -9.0% |
| Q1 2023 | $874,201 | +1.6% | 4,145 | -1.8% | 0.10% | -5.7% |
| Q4 2022 | $860,363 | +8.5% | 4,221 | +0.1% | 0.11% | -1.9% |
| Q3 2022 | $793,000 | -4.5% | 4,218 | +0.0% | 0.11% | -1.8% |
| Q2 2022 | $830,000 | +18.7% | 4,216 | +43.5% | 0.11% | +27.9% |
| Q1 2022 | $699,000 | -6.6% | 2,938 | +0.1% | 0.09% | -6.5% |
| Q4 2021 | $748,000 | -8.3% | 2,936 | -14.8% | 0.09% | -13.2% |
| Q3 2021 | $816,000 | -2.5% | 3,447 | -2.3% | 0.11% | -4.5% |
| Q2 2021 | $837,000 | +5.2% | 3,527 | -1.9% | 0.11% | -5.9% |
| Q1 2021 | $796,000 | +5.3% | 3,595 | -1.7% | 0.12% | -4.8% |
| Q4 2020 | $756,000 | +15.6% | 3,656 | -1.5% | 0.12% | -1.6% |
| Q3 2020 | $654,000 | +3.5% | 3,711 | -3.7% | 0.13% | -2.3% |
| Q2 2020 | $632,000 | -64.3% | 3,853 | -71.3% | 0.13% | -67.2% |
| Q1 2020 | $1,769,000 | -27.8% | 13,438 | -2.3% | 0.39% | -9.7% |
| Q4 2019 | $2,450,000 | +6.7% | 13,752 | +0.3% | 0.44% | -1.1% |
| Q3 2019 | $2,297,000 | -0.4% | 13,708 | -0.6% | 0.44% | -2.4% |
| Q2 2019 | $2,306,000 | +2.2% | 13,795 | -1.7% | 0.45% | -2.0% |
| Q1 2019 | $2,256,000 | +20.7% | 14,034 | +3.8% | 0.46% | +10.3% |
| Q4 2018 | $1,869,000 | +272.3% | 13,524 | +342.7% | 0.42% | +275.7% |
| Q3 2018 | $502,000 | -1.2% | 3,055 | -5.2% | 0.11% | -23.4% |
| Q2 2018 | $508,000 | +2.2% | 3,221 | 0.0% | 0.14% | -1.4% |
| Q1 2018 | $497,000 | +2.9% | 3,221 | +3.3% | 0.15% | +4.3% |
| Q4 2017 | $483,000 | – | 3,118 | – | 0.14% | – |
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% |