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 | $5,715,245 | +11.1% | 27,445 | +17.5% | 1.32% | +13.1% |
| Q2 2023 | $5,143,481 | +3.6% | 23,362 | -0.7% | 1.17% | -1.0% |
| Q1 2023 | $4,962,624 | -3.6% | 23,528 | -6.8% | 1.18% | -24.5% |
| Q4 2022 | $5,147,928 | -1.0% | 25,258 | -8.7% | 1.57% | -10.6% |
| Q3 2022 | $5,202,000 | +7.1% | 27,675 | +12.2% | 1.76% | +8.2% |
| Q2 2022 | $4,857,000 | +73.5% | 24,658 | +109.6% | 1.62% | +87.0% |
| Q1 2022 | $2,799,000 | +0.4% | 11,767 | +7.5% | 0.87% | 0.0% |
| Q4 2021 | $2,787,000 | +6.7% | 10,941 | -0.8% | 0.87% | -3.7% |
| Q3 2021 | $2,611,000 | -3.6% | 11,027 | -3.4% | 0.90% | -11.5% |
| Q2 2021 | $2,709,000 | +0.4% | 11,415 | -6.3% | 1.02% | -9.0% |
| Q1 2021 | $2,697,000 | +5.1% | 12,184 | -1.8% | 1.12% | -4.4% |
| Q4 2020 | $2,565,000 | +13.6% | 12,405 | -3.2% | 1.17% | -3.8% |
| Q3 2020 | $2,258,000 | +8.7% | 12,812 | +1.1% | 1.22% | -4.0% |
| Q2 2020 | $2,078,000 | +47.4% | 12,677 | +18.4% | 1.27% | +20.5% |
| Q1 2020 | $1,410,000 | +2.2% | 10,708 | +38.3% | 1.05% | +6.3% |
| Q4 2019 | $1,379,000 | +3.7% | 7,741 | -2.5% | 0.99% | -5.9% |
| Q3 2019 | $1,330,000 | -0.7% | 7,936 | -0.9% | 1.05% | -8.4% |
| Q2 2019 | $1,339,000 | -1.8% | 8,009 | -5.5% | 1.15% | -8.4% |
| Q1 2019 | $1,363,000 | +12.6% | 8,477 | -3.3% | 1.25% | -2.3% |
| Q4 2018 | $1,211,000 | – | 8,762 | – | 1.28% | – |
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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% |