VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,579 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.25 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $435,430 | -12.7% | 2,091 | -7.7% | 0.02% | -11.1% |
Q2 2023 | $498,663 | +13.1% | 2,265 | +8.3% | 0.02% | +5.9% |
Q1 2023 | $441,034 | -9.3% | 2,091 | -12.4% | 0.02% | -15.0% |
Q4 2022 | $486,463 | +82.2% | 2,387 | +68.1% | 0.02% | +66.7% |
Q3 2022 | $267,000 | -35.2% | 1,420 | -32.1% | 0.01% | -33.3% |
Q2 2022 | $412,000 | +43.6% | 2,092 | +73.3% | 0.02% | +63.6% |
Q1 2022 | $287,000 | +27.6% | 1,207 | +36.8% | 0.01% | +37.5% |
Q4 2021 | $225,000 | +7.7% | 882 | 0.0% | 0.01% | -11.1% |
Q3 2021 | $209,000 | 0.0% | 882 | 0.0% | 0.01% | +12.5% |
Q2 2021 | $209,000 | +11.2% | 882 | -23.3% | 0.01% | -20.0% |
Q2 2020 | $188,000 | -13.4% | 1,150 | -30.3% | 0.01% | -28.6% |
Q1 2020 | $217,000 | -51.7% | 1,650 | -34.4% | 0.01% | -44.0% |
Q4 2019 | $449,000 | +32.8% | 2,517 | +24.8% | 0.02% | +31.6% |
Q3 2019 | $338,000 | +22.5% | 2,017 | +22.2% | 0.02% | +18.8% |
Q2 2019 | $276,000 | +4.2% | 1,650 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $265,000 | +0.8% | 1,650 | -13.2% | 0.02% | -11.1% |
Q4 2018 | $263,000 | -16.2% | 1,900 | -0.6% | 0.02% | -5.3% |
Q3 2018 | $314,000 | -3.4% | 1,912 | -7.1% | 0.02% | -13.6% |
Q2 2018 | $325,000 | – | 2,059 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Divergent Planning, LLC | 93,555 | $22,568,000 | 18.25% |
JMG Financial Group, Ltd. | 1,364,599 | $323,082,000 | 18.03% |
SEARCY FINANCIAL SERVICES INC /ADV | 117,250 | $27,760,000 | 16.96% |
BCK Partners, Inc. | 111,104 | $26,305,000 | 16.70% |
FIDELIS iM, LLC | 105,229 | $24,914,000 | 15.46% |
TL Private Wealth | 108,927 | $27,501,000 | 15.03% |
Larson Financial Group LLC | 314,131 | $74,374,000 | 14.76% |
Northwest Quadrant Wealth Management, LLC | 186,847 | $44,735,000 | 12.82% |
Riverpoint Wealth Management Holdings, LLC | 142,799 | $33,809,000 | 11.87% |
Ballast, Inc. | 113,914 | $26,970,000 | 11.37% |