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 | $1,306,081 | -8.4% | 6,272 | -3.2% | 0.57% | -6.9% |
| Q2 2023 | $1,426,417 | +4.4% | 6,479 | -0.0% | 0.61% | -3.5% |
| Q1 2023 | $1,366,762 | +9.3% | 6,480 | +5.6% | 0.63% | -2.9% |
| Q4 2022 | $1,250,374 | +8.4% | 6,135 | 0.0% | 0.65% | -3.1% |
| Q3 2022 | $1,153,000 | +2.6% | 6,135 | +7.5% | 0.67% | +3.9% |
| Q2 2022 | $1,124,000 | -23.2% | 5,706 | -7.3% | 0.65% | -28.0% |
| Q1 2022 | $1,464,000 | +14.3% | 6,157 | -1.1% | 0.90% | -10.6% |
| Q4 2021 | $1,281,000 | -10.2% | 6,224 | +3.3% | 1.00% | +18.5% |
| Q3 2021 | $1,426,000 | -2.9% | 6,025 | -2.6% | 0.85% | -12.2% |
| Q2 2021 | $1,468,000 | +5.2% | 6,184 | -1.9% | 0.97% | -4.1% |
| Q1 2021 | $1,396,000 | +7.1% | 6,306 | 0.0% | 1.01% | -1.7% |
| Q4 2020 | $1,304,000 | +27.0% | 6,306 | +8.2% | 1.02% | +8.8% |
| Q3 2020 | $1,027,000 | +9.0% | 5,827 | +1.7% | 0.94% | +3.5% |
| Q2 2020 | $942,000 | +13.4% | 5,727 | -2.3% | 0.91% | +2.1% |
| Q1 2020 | $831,000 | -3.9% | 5,863 | +22.7% | 0.89% | +5.1% |
| Q4 2019 | $865,000 | +21.5% | 4,778 | +11.7% | 0.85% | +11.9% |
| Q3 2019 | $712,000 | +10.4% | 4,277 | +12.8% | 0.76% | +11.7% |
| Q2 2019 | $645,000 | -2.6% | 3,793 | -4.5% | 0.68% | -4.6% |
| Q1 2019 | $662,000 | +64.3% | 3,971 | +47.7% | 0.71% | +46.3% |
| Q4 2018 | $403,000 | – | 2,689 | – | 0.49% | – |
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% |