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 | $6,532,905 | +29.6% | 31,372 | +37.0% | 3.38% | +32.4% |
| Q2 2023 | $5,039,903 | +16.0% | 22,892 | +11.2% | 2.56% | +5.2% |
| Q1 2023 | $4,343,476 | +8.6% | 20,593 | +4.9% | 2.43% | -6.4% |
| Q4 2022 | $3,999,364 | +27.9% | 19,623 | +18.0% | 2.60% | +13.2% |
| Q3 2022 | $3,126,000 | +27.8% | 16,628 | +33.9% | 2.29% | +9.8% |
| Q2 2022 | $2,446,000 | -15.6% | 12,418 | +1.9% | 2.09% | -15.1% |
| Q1 2022 | $2,899,000 | +30.1% | 12,188 | +39.3% | 2.46% | +18.5% |
| Q4 2021 | $2,228,000 | +18.2% | 8,747 | +9.9% | 2.07% | +11.8% |
| Q3 2021 | $1,885,000 | +19.8% | 7,960 | +20.1% | 1.86% | +14.2% |
| Q2 2021 | $1,574,000 | +30.7% | 6,630 | +21.9% | 1.62% | +7.7% |
| Q1 2021 | $1,204,000 | +11.0% | 5,440 | +3.7% | 1.51% | +4.1% |
| Q4 2020 | $1,085,000 | +17.0% | 5,245 | -0.3% | 1.45% | +3.7% |
| Q3 2020 | $927,000 | +83.2% | 5,261 | +70.4% | 1.40% | +70.0% |
| Q2 2020 | $506,000 | +28.1% | 3,088 | +2.8% | 0.82% | +10.9% |
| Q1 2020 | $395,000 | -6.8% | 3,003 | +26.3% | 0.74% | +36.5% |
| Q4 2019 | $424,000 | – | 2,378 | – | 0.54% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fidato Wealth LLC | 101,763 | $19,145,000 | 26.17% |
| Divergent Planning, LLC | 106,533 | $20,026,000 | 14.74% |
| BCK Partners, Inc. | 107,851 | $20,274,000 | 14.66% |
| JMG Financial Group, Ltd. | 1,137,454 | $213,819,000 | 13.89% |
| TL Private Wealth | 117,203 | $22,325,000 | 13.86% |
| Northwest Quadrant Wealth Management, LLC | 210,955 | $39,655,000 | 13.01% |
| Axiom Financial Strategies, LLC | 123,884 | $23,288,000 | 12.38% |
| Stone Asset Management Inc. | 95,885 | $18,024,000 | 11.76% |
| Riverpoint Wealth Management Holdings, LLC | 146,459 | $27,531,000 | 11.71% |
| Ballast, Inc. | 122,698 | $23,064,000 | 11.27% |