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 | $4,401,134 | +6.5% | 21,135 | +12.6% | 0.28% | +13.1% |
| Q2 2023 | $4,130,610 | +4.1% | 18,762 | -0.3% | 0.25% | -1.9% |
| Q1 2023 | $3,969,740 | +0.3% | 18,821 | -3.1% | 0.26% | -7.9% |
| Q4 2022 | $3,956,888 | +100789.5% | 19,415 | -6.9% | 0.28% | -9.1% |
| Q3 2022 | $3,922 | -15.3% | 20,862 | -11.3% | 0.31% | -16.1% |
| Q2 2022 | $4,630 | -14.1% | 23,507 | +3.7% | 0.37% | +0.5% |
| Q1 2022 | $5,390 | +561.3% | 22,664 | +608.2% | 0.36% | +477.8% |
| Q4 2021 | $815 | +11.6% | 3,200 | +3.8% | 0.06% | -11.3% |
| Q3 2021 | $730 | +22.5% | 3,084 | +22.7% | 0.07% | 0.0% |
| Q2 2021 | $596 | +8.2% | 2,513 | +0.9% | 0.07% | -17.4% |
| Q1 2021 | $551 | +12.7% | 2,491 | +5.4% | 0.09% | -11.3% |
| Q4 2020 | $489 | +41.3% | 2,363 | +20.3% | 0.10% | +16.9% |
| Q3 2020 | $346 | -99.9% | 1,964 | +23.3% | 0.08% | +25.8% |
| Q2 2020 | $261,000 | +7.4% | 1,593 | -13.7% | 0.07% | +4.8% |
| Q1 2020 | $243,000 | +9.0% | 1,846 | +47.6% | 0.06% | +14.5% |
| Q4 2019 | $223,000 | +0.5% | 1,251 | -5.7% | 0.06% | -19.1% |
| Q2 2019 | $222,000 | -28.2% | 1,326 | -31.0% | 0.07% | -39.8% |
| Q1 2019 | $309,000 | -28.0% | 1,922 | -38.1% | 0.11% | -54.8% |
| Q4 2018 | $429,000 | – | 3,107 | – | 0.25% | – |
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% |