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 | $10,479,616 | -5.7% | 50,325 | -0.3% | 5.38% | +1.3% |
| Q2 2023 | $11,115,924 | +8.2% | 50,490 | +3.7% | 5.30% | +2.3% |
| Q1 2023 | $10,273,170 | +3.6% | 48,706 | +0.1% | 5.18% | +3.4% |
| Q4 2022 | $9,918,382 | +6.2% | 48,665 | -2.0% | 5.02% | -3.2% |
| Q3 2022 | $9,335,000 | -3.4% | 49,659 | +1.2% | 5.18% | +5.2% |
| Q2 2022 | $9,666,000 | -11.2% | 49,073 | +7.2% | 4.92% | +2.4% |
| Q1 2022 | $10,884,000 | -9.2% | 45,760 | -2.7% | 4.81% | -10.9% |
| Q4 2021 | $11,986,000 | +9.0% | 47,045 | +1.3% | 5.40% | +1.7% |
| Q3 2021 | $10,994,000 | +2.6% | 46,434 | +2.8% | 5.31% | +1.9% |
| Q2 2021 | $10,717,000 | +11.9% | 45,152 | +4.4% | 5.21% | +6.9% |
| Q1 2021 | $9,575,000 | +5.3% | 43,261 | -1.7% | 4.87% | -4.7% |
| Q4 2020 | $9,095,000 | +15.9% | 43,988 | -1.2% | 5.11% | +4.0% |
| Q3 2020 | $7,849,000 | +5.2% | 44,533 | -2.2% | 4.91% | +3.2% |
| Q2 2020 | $7,464,000 | +23.8% | 45,535 | -0.5% | 4.76% | +7.0% |
| Q1 2020 | $6,027,000 | -27.7% | 45,784 | -2.2% | 4.45% | -16.2% |
| Q4 2019 | $8,338,000 | +5.5% | 46,797 | -0.7% | 5.31% | +1.4% |
| Q3 2019 | $7,901,000 | -1.3% | 47,144 | -1.5% | 5.24% | -0.3% |
| Q2 2019 | $8,003,000 | +3.9% | 47,877 | -0.1% | 5.25% | +0.5% |
| Q1 2019 | $7,705,000 | +16.8% | 47,930 | +0.4% | 5.23% | -0.0% |
| Q4 2018 | $6,597,000 | -13.7% | 47,740 | +2.6% | 5.23% | -6.8% |
| Q3 2018 | $7,642,000 | +5.3% | 46,546 | +1.1% | 5.61% | +1.2% |
| Q2 2018 | $7,255,000 | – | 46,020 | – | 5.54% | – |
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% |