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 | $5,989,969 | +3.4% | 28,765 | +9.4% | 1.65% | +5.4% |
| Q2 2023 | $5,791,298 | +14.8% | 26,305 | +10.0% | 1.56% | +4.5% |
| Q1 2023 | $5,046,138 | +12.0% | 23,924 | +8.2% | 1.50% | +1.6% |
| Q4 2022 | $4,507,064 | +50.0% | 22,114 | +38.3% | 1.48% | +36.4% |
| Q3 2022 | $3,005,000 | +14.9% | 15,987 | +20.4% | 1.08% | +20.6% |
| Q2 2022 | $2,616,000 | +2.0% | 13,280 | +23.2% | 0.90% | +16.1% |
| Q1 2022 | $2,565,000 | +0.4% | 10,783 | +7.5% | 0.77% | +1.6% |
| Q4 2021 | $2,555,000 | +10.3% | 10,029 | +2.5% | 0.76% | -3.1% |
| Q3 2021 | $2,316,000 | +1.0% | 9,782 | +1.2% | 0.78% | -1.6% |
| Q2 2021 | $2,293,000 | +7.8% | 9,663 | +0.6% | 0.80% | -3.2% |
| Q1 2021 | $2,127,000 | +8.4% | 9,609 | +1.3% | 0.82% | -0.2% |
| Q4 2020 | $1,962,000 | +18.5% | 9,490 | +1.1% | 0.82% | +4.3% |
| Q3 2020 | $1,655,000 | +8.5% | 9,387 | +0.9% | 0.79% | -1.7% |
| Q2 2020 | $1,525,000 | +25.0% | 9,302 | +0.4% | 0.80% | +3.1% |
| Q1 2020 | $1,220,000 | -27.3% | 9,267 | -1.6% | 0.78% | -14.7% |
| Q4 2019 | $1,678,000 | +5.7% | 9,418 | -0.5% | 0.92% | -4.6% |
| Q3 2019 | $1,587,000 | -3.8% | 9,470 | -4.0% | 0.96% | -3.1% |
| Q2 2019 | $1,649,000 | +4.0% | 9,866 | +0.0% | 0.99% | -4.1% |
| Q1 2019 | $1,585,000 | +14.8% | 9,863 | -1.3% | 1.03% | +3.6% |
| Q4 2018 | $1,381,000 | – | 9,994 | – | 1.00% | – |
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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% |