VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,600 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.37 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,833 | +5.2% | 90,439 | +6.6% | 6.43% | +3.1% |
| Q1 2023 | $17,895 | +6.8% | 84,843 | +3.2% | 6.24% | +0.6% |
| Q4 2022 | $16,754 | -99.8% | 82,202 | +83.2% | 6.20% | +61.0% |
| Q3 2022 | $8,434,000 | -2.6% | 44,867 | +2.0% | 3.85% | -0.1% |
| Q2 2022 | $8,660,000 | -16.4% | 43,968 | +0.9% | 3.85% | -6.3% |
| Q1 2022 | $10,360,000 | -5.4% | 43,559 | +1.3% | 4.11% | -0.8% |
| Q4 2021 | $10,956,000 | +20.8% | 43,004 | +5.0% | 4.15% | -0.3% |
| Q1 2021 | $9,069,000 | +19.3% | 40,974 | +11.5% | 4.16% | +4.3% |
| Q4 2020 | $7,600,000 | +22.8% | 36,754 | +4.7% | 3.98% | +8.5% |
| Q3 2020 | $6,188,000 | +5.5% | 35,107 | -1.9% | 3.67% | -1.5% |
| Q2 2020 | $5,863,000 | +19.3% | 35,770 | -4.2% | 3.73% | +0.5% |
| Q1 2020 | $4,916,000 | -17.7% | 37,339 | +11.4% | 3.71% | -6.3% |
| Q4 2019 | $5,970,000 | +11.9% | 33,504 | +5.2% | 3.96% | +1.7% |
| Q3 2019 | $5,335,000 | +5.0% | 31,834 | +4.7% | 3.89% | -0.4% |
| Q2 2019 | $5,081,000 | +26.3% | 30,396 | +21.4% | 3.91% | +17.1% |
| Q1 2019 | $4,024,000 | +44.7% | 25,032 | +24.4% | 3.34% | +23.4% |
| Q4 2018 | $2,780,000 | – | 20,120 | – | 2.70% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JMG Financial Group, Ltd. | 747,274 | $115,663,000 | 13.74% |
| Riverpoint Wealth Management Holdings, LLC | 134,706 | $20,855,000 | 13.01% |
| Arlington Financial Advisors, LLC | 152,443 | $24,869,000 | 11.73% |
| SRS Capital Advisors, Inc. | 156,508 | $24,224,000 | 10.51% |
| Paracle Advisors, LLC | 391,544 | $57,708,000 | 10.24% |
| O'Brien Wealth Partners LLC | 100,821 | $15,605,000 | 9.85% |
| Nadler Financial Group, Inc. | 204,369 | $31,632,000 | 9.65% |
| Strategic Point Investment Advisors, LLC | 144,264 | $22,329,000 | 8.74% |
| McIlrath & Eck, LLC | 94,987 | $14,702,000 | 8.61% |
| Northwest Quadrant Wealth Management, LLC | 81,333 | $12,380,000 | 8.55% |