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 | $4,218,318 | -5.9% | 20,257 | -0.5% | 0.78% | -5.1% |
| Q2 2023 | $4,481,577 | +2.9% | 20,356 | -1.4% | 0.83% | -2.0% |
| Q1 2023 | $4,355,498 | -7.9% | 20,650 | -11.0% | 0.84% | -15.9% |
| Q4 2022 | $4,729,819 | +12.9% | 23,207 | +4.2% | 1.00% | -1.1% |
| Q3 2022 | $4,188,000 | -4.2% | 22,280 | +0.4% | 1.01% | -4.9% |
| Q2 2022 | $4,371,000 | -19.8% | 22,193 | -3.1% | 1.07% | -12.4% |
| Q1 2022 | $5,447,000 | -8.4% | 22,900 | -1.9% | 1.22% | -16.8% |
| Q4 2021 | $5,946,000 | +8.8% | 23,338 | +1.2% | 1.46% | -1.5% |
| Q3 2021 | $5,463,000 | +1.0% | 23,072 | +1.3% | 1.49% | -6.2% |
| Q2 2021 | $5,407,000 | +5.9% | 22,781 | -1.3% | 1.58% | +1.3% |
| Q1 2021 | $5,107,000 | +3.2% | 23,075 | -3.6% | 1.56% | -6.1% |
| Q4 2020 | $4,950,000 | +15.7% | 23,940 | -1.4% | 1.67% | +0.1% |
| Q3 2020 | $4,279,000 | +10.5% | 24,279 | +2.8% | 1.66% | +2.5% |
| Q2 2020 | $3,871,000 | +25.0% | 23,615 | +0.3% | 1.62% | +0.8% |
| Q1 2020 | $3,098,000 | -26.8% | 23,533 | -0.9% | 1.61% | -4.2% |
| Q4 2019 | $4,230,000 | +5.8% | 23,742 | -0.5% | 1.68% | -0.6% |
| Q3 2019 | $3,999,000 | -4.1% | 23,862 | -4.4% | 1.69% | -6.3% |
| Q2 2019 | $4,172,000 | -6.9% | 24,957 | -10.4% | 1.81% | -9.5% |
| Q1 2019 | $4,480,000 | +10.7% | 27,869 | -4.8% | 2.00% | -0.3% |
| Q4 2018 | $4,047,000 | -26.7% | 29,287 | -13.0% | 2.00% | -6.2% |
| Q3 2018 | $5,524,000 | -10.4% | 33,647 | -14.0% | 2.14% | -7.3% |
| Q2 2018 | $6,164,000 | +1.2% | 39,105 | -1.0% | 2.30% | +7.7% |
| Q1 2018 | $6,093,000 | -3.8% | 39,509 | -3.5% | 2.14% | -0.7% |
| Q4 2017 | $6,336,000 | +4.1% | 40,936 | -1.1% | 2.15% | +0.2% |
| Q3 2017 | $6,086,000 | +1.8% | 41,402 | -1.3% | 2.15% | -0.2% |
| Q2 2017 | $5,980,000 | +2.9% | 41,956 | +0.6% | 2.15% | +0.6% |
| Q1 2017 | $5,810,000 | +4.7% | 41,725 | -1.0% | 2.14% | -0.7% |
| Q4 2016 | $5,550,000 | -0.7% | 42,161 | -2.3% | 2.16% | -6.3% |
| Q3 2016 | $5,587,000 | +3.8% | 43,159 | -0.8% | 2.30% | -6.8% |
| Q2 2016 | $5,381,000 | -1.0% | 43,521 | -2.9% | 2.47% | -11.5% |
| Q1 2016 | $5,433,000 | -0.6% | 44,815 | -1.5% | 2.79% | -10.6% |
| Q4 2015 | $5,464,000 | +6.2% | 45,492 | +3.2% | 3.12% | -3.6% |
| Q3 2015 | $5,143,000 | -2.5% | 44,085 | +6.5% | 3.24% | +2.5% |
| Q2 2015 | $5,275,000 | +1.9% | 41,394 | +6.1% | 3.16% | -5.5% |
| Q1 2015 | $5,178,000 | +27.3% | 39,023 | +7.7% | 3.34% | +18.4% |
| Q4 2014 | $4,068,000 | 0.0% | 36,238 | +4.5% | 2.82% | 0.0% |
| Q3 2014 | $4,068,000 | +1.5% | 34,676 | +2.7% | 2.82% | +4.5% |
| Q2 2014 | $4,007,000 | +6.3% | 33,766 | +1.8% | 2.70% | +2.8% |
| Q1 2014 | $3,769,000 | +2.6% | 33,180 | -0.6% | 2.63% | +0.9% |
| Q4 2013 | $3,672,000 | – | 33,374 | – | 2.60% | – |
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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% |