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 | $8,242,557 | -11.1% | 39,582 | -6.1% | 3.33% | -2.2% |
| Q2 2023 | $9,275,835 | -0.8% | 42,132 | -5.0% | 3.40% | -6.8% |
| Q1 2023 | $9,351,942 | +1.0% | 44,339 | -2.5% | 3.65% | -2.8% |
| Q4 2022 | $9,263,689 | +2.1% | 45,453 | -5.9% | 3.76% | -4.1% |
| Q3 2022 | $9,077,000 | -14.3% | 48,286 | -10.2% | 3.92% | -9.6% |
| Q2 2022 | $10,595,000 | -18.3% | 53,788 | -1.4% | 4.33% | -5.1% |
| Q1 2022 | $12,971,000 | -8.3% | 54,537 | -1.8% | 4.57% | -6.5% |
| Q4 2021 | $14,150,000 | -1.7% | 55,541 | -8.7% | 4.88% | -9.5% |
| Q3 2021 | $14,398,000 | -0.1% | 60,813 | +0.1% | 5.40% | -4.2% |
| Q2 2021 | $14,416,000 | +7.1% | 60,736 | -0.1% | 5.64% | -2.6% |
| Q1 2021 | $13,461,000 | +7.5% | 60,815 | +0.4% | 5.79% | -4.3% |
| Q4 2020 | $12,527,000 | +15.9% | 60,582 | -1.3% | 6.04% | -0.8% |
| Q3 2020 | $10,813,000 | +8.3% | 61,349 | +0.7% | 6.09% | -0.6% |
| Q2 2020 | $9,984,000 | +24.0% | 60,913 | -0.4% | 6.13% | -0.7% |
| Q1 2020 | $8,050,000 | -30.4% | 61,149 | -5.8% | 6.17% | -14.4% |
| Q4 2019 | $11,572,000 | +15.7% | 64,948 | +8.8% | 7.20% | +0.7% |
| Q3 2019 | $10,001,000 | +6.0% | 59,671 | +5.8% | 7.16% | +7.3% |
| Q2 2019 | $9,431,000 | +58.6% | 56,419 | +31.1% | 6.67% | +28.1% |
| Q4 2018 | $5,946,000 | – | 43,035 | – | 5.21% | – |
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% |