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 | $11,429,723 | -4.3% | 54,887 | +1.1% | 4.66% | +1.7% |
| Q2 2023 | $11,948,658 | +8.0% | 54,273 | +3.5% | 4.58% | +1.9% |
| Q1 2023 | $11,060,444 | +5.6% | 52,439 | +2.1% | 4.50% | -0.1% |
| Q4 2022 | $10,471,467 | +16.9% | 51,379 | +7.8% | 4.50% | +6.2% |
| Q3 2022 | $8,961,000 | +4.0% | 47,667 | +9.0% | 4.24% | +8.2% |
| Q2 2022 | $8,617,000 | -7.9% | 43,745 | +11.2% | 3.92% | +5.0% |
| Q1 2022 | $9,352,000 | -1.1% | 39,322 | +5.9% | 3.73% | +1.8% |
| Q4 2021 | $9,457,000 | +10.5% | 37,121 | +2.7% | 3.66% | +1.7% |
| Q3 2021 | $8,557,000 | +2.7% | 36,141 | +3.0% | 3.60% | +1.6% |
| Q2 2021 | $8,328,000 | +6.2% | 35,089 | -0.9% | 3.54% | -0.4% |
| Q1 2021 | $7,840,000 | +13.5% | 35,421 | +6.0% | 3.56% | +5.2% |
| Q4 2020 | $6,907,000 | +35.9% | 33,406 | +15.8% | 3.38% | +12.6% |
| Q3 2020 | $5,083,000 | +37.2% | 28,839 | +27.6% | 3.00% | +22.2% |
| Q2 2020 | $3,705,000 | +70.5% | 22,602 | +37.0% | 2.46% | +40.0% |
| Q1 2020 | $2,173,000 | +57.5% | 16,502 | +113.1% | 1.76% | +88.5% |
| Q4 2019 | $1,380,000 | +13.0% | 7,745 | +6.3% | 0.93% | +0.2% |
| Q3 2019 | $1,221,000 | +0.6% | 7,285 | +0.3% | 0.93% | +0.4% |
| Q2 2019 | $1,214,000 | +30.7% | 7,261 | +25.6% | 0.93% | +21.8% |
| Q1 2019 | $929,000 | +10.3% | 5,780 | -5.2% | 0.76% | -4.8% |
| Q4 2018 | $842,000 | – | 6,096 | – | 0.80% | – |
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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% |