Charles Schwab Trust Co - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,794 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.

Quarter-by-quarter ownership
Charles Schwab Trust Co ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$1,782,340
-9.8%
7,362
-6.9%
0.16%
-11.8%
Q1 2024$1,975,393
+9.0%
7,906
+1.5%
0.19%
+4.5%
Q4 2023$1,811,800
+2.8%
7,788
-8.0%
0.18%
-10.1%
Q3 2023$1,762,543
+2.2%
8,4640.0%0.20%
-4.3%
Q2 2023$1,724,794
-3.4%
8,4640.0%0.21%
-3.7%
Q1 2023$1,785,227
-3.9%
8,464
-7.1%
0.22%
-11.8%
Q4 2022$1,857,503
+10.0%
9,114
+1.5%
0.24%
-13.7%
Q3 2022$1,688,000
-4.6%
8,9800.0%0.28%
-22.4%
Q2 2022$1,769,000
-17.2%
8,9800.0%0.37%
-2.1%
Q1 2022$2,136,000
-24.5%
8,980
-19.1%
0.37%
-18.5%
Q4 2021$2,828,000
+7.6%
11,1020.0%0.46%
-11.2%
Q3 2021$2,629,000
-0.2%
11,1020.0%0.52%
-0.4%
Q2 2021$2,635,000
+10.9%
11,102
+4.9%
0.52%
+5.3%
Q1 2021$2,377,000
+38.5%
10,588
+27.6%
0.49%
+19.7%
Q4 2020$1,716,000
+17.3%
8,3000.0%0.41%
-8.2%
Q3 2020$1,463,000
+7.6%
8,3000.0%0.45%
-0.7%
Q2 2020$1,360,000
+24.4%
8,3000.0%0.45%
-0.2%
Q1 2020$1,093,000
-29.5%
8,300
-4.6%
0.45%
-24.9%
Q4 2019$1,550,000
+7.8%
8,7000.0%0.60%
-10.0%
Q3 2019$1,438,0008,7000.67%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
BCK Partners, Inc. 113,726$23,987,14715.60%
Axiom Financial Strategies, LLC 127,024$26,791,92114.90%
TL Private Wealth 119,439$25,192,07414.27%
Northwest Quadrant Wealth Management, LLC 218,993$46,190,10313.30%
OAK HILL WEALTH ADVISORS, LLC 158,680$33,468,41313.19%
JMG Financial Group, Ltd. 1,141,722$240,81212.22%
SEARCY FINANCIAL SERVICES INC /ADV 87,730$18,503,92611.40%
Riverpoint Wealth Management Holdings, LLC 153,130$32,298,06111.15%
Ballast, Inc. 124,349$26,227,67110.76%
Stone Asset Management Inc. 29,793$6,283,94610.04%
View complete list of VANGUARD INDEX FDS shareholders