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 | $285,081 | -5.4% | 1,369 | 0.0% | 0.06% | -3.0% |
| Q2 2023 | $301,399 | +4.4% | 1,369 | 0.0% | 0.07% | 0.0% |
| Q1 2023 | $288,749 | +3.5% | 1,369 | 0.0% | 0.07% | 0.0% |
| Q4 2022 | $279,016 | +8.6% | 1,369 | 0.0% | 0.07% | +4.8% |
| Q3 2022 | $257,000 | -4.8% | 1,369 | 0.0% | 0.06% | +1.6% |
| Q2 2022 | $270,000 | -17.2% | 1,369 | 0.0% | 0.06% | -1.6% |
| Q1 2022 | $326,000 | -6.6% | 1,369 | 0.0% | 0.06% | -3.1% |
| Q4 2021 | $349,000 | -3.9% | 1,369 | -10.8% | 0.06% | -8.5% |
| Q3 2021 | $363,000 | +0.3% | 1,534 | +0.6% | 0.07% | +2.9% |
| Q2 2021 | $362,000 | +7.1% | 1,525 | 0.0% | 0.07% | 0.0% |
| Q1 2021 | $338,000 | +7.3% | 1,525 | 0.0% | 0.07% | 0.0% |
| Q4 2020 | $315,000 | +17.1% | 1,525 | 0.0% | 0.07% | +6.2% |
| Q3 2020 | $269,000 | +7.6% | 1,525 | 0.0% | 0.06% | -1.5% |
| Q2 2020 | $250,000 | +24.4% | 1,525 | 0.0% | 0.07% | +8.2% |
| Q1 2020 | $201,000 | -26.1% | 1,525 | 0.0% | 0.06% | -7.6% |
| Q4 2019 | $272,000 | +6.2% | 1,525 | 0.0% | 0.07% | 0.0% |
| Q3 2019 | $256,000 | +0.4% | 1,525 | 0.0% | 0.07% | -1.5% |
| Q2 2019 | $255,000 | +4.1% | 1,525 | 0.0% | 0.07% | -2.9% |
| Q1 2019 | $245,000 | +16.1% | 1,525 | 0.0% | 0.07% | 0.0% |
| Q4 2018 | $211,000 | -15.6% | 1,525 | 0.0% | 0.07% | 0.0% |
| Q3 2018 | $250,000 | -20.9% | 1,525 | -24.0% | 0.07% | -27.4% |
| Q2 2018 | $316,000 | +3.6% | 2,007 | +1.6% | 0.10% | -5.9% |
| Q1 2018 | $305,000 | -5.6% | 1,975 | -5.4% | 0.10% | -2.9% |
| Q4 2017 | $323,000 | +44.2% | 2,087 | +36.9% | 0.10% | +35.1% |
| Q3 2017 | $224,000 | +3.2% | 1,525 | 0.0% | 0.08% | -3.8% |
| Q2 2017 | $217,000 | +2.4% | 1,525 | 0.0% | 0.08% | -3.6% |
| Q1 2017 | $212,000 | +5.5% | 1,525 | 0.0% | 0.08% | -1.2% |
| Q4 2016 | $201,000 | – | 1,525 | – | 0.08% | – |
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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% |