MOGY JOEL R INVESTMENT COUNSEL INC - VANGUARD INDEX FDS ownership

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
MOGY JOEL R INVESTMENT COUNSEL INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,042,241
-5.4%
5,0050.0%0.09%0.0%
Q2 2023$1,101,901
+3.2%
5,005
-1.1%
0.09%
-7.4%
Q1 2023$1,067,255
+3.3%
5,060
-0.2%
0.10%
-7.8%
Q4 2022$1,033,521
+13.1%
5,071
+4.3%
0.10%
+7.3%
Q3 2022$914,000
-4.4%
4,861
+0.2%
0.10%
+2.1%
Q2 2022$956,000
-15.4%
4,851
+2.1%
0.09%
+5.6%
Q1 2022$1,130,000
-6.6%
4,7510.0%0.09%
+2.3%
Q4 2021$1,210,000
+7.6%
4,7510.0%0.09%
-5.4%
Q3 2021$1,125,000
+0.6%
4,751
+0.8%
0.09%
-3.2%
Q2 2021$1,118,000
+6.9%
4,711
-0.3%
0.10%
-5.9%
Q1 2021$1,046,000
+7.1%
4,7250.0%0.10%
+4.1%
Q4 2020$977,000
+17.3%
4,7250.0%0.10%
+7.8%
Q3 2020$833,000
+4.3%
4,725
-3.1%
0.09%
-6.2%
Q2 2020$799,000
-25.7%
4,875
-40.4%
0.10%
-37.3%
Q1 2020$1,076,000
-26.5%
8,176
-0.4%
0.15%
-12.6%
Q4 2019$1,463,000
+7.7%
8,211
+1.2%
0.18%
+1.7%
Q3 2019$1,359,000
-4.4%
8,111
-4.6%
0.17%
-7.0%
Q2 2019$1,421,000
+3.5%
8,501
-0.5%
0.18%
-0.5%
Q1 2019$1,373,000
+13.0%
8,541
-2.8%
0.19%
-1.6%
Q4 2018$1,215,000
-16.4%
8,791
-0.7%
0.19%
-3.1%
Q3 2018$1,453,000
+1.8%
8,851
-2.2%
0.20%
-7.6%
Q2 2018$1,427,000
+0.6%
9,051
-1.6%
0.21%
-4.5%
Q1 2018$1,419,000
-0.9%
9,201
-0.5%
0.22%
-1.3%
Q4 2017$1,432,000
+5.3%
9,2510.0%0.22%
-0.9%
Q3 2017$1,360,000
+3.2%
9,2510.0%0.23%0.0%
Q2 2017$1,318,000
+5.6%
9,251
+3.2%
0.23%
+5.1%
Q1 2017$1,248,000
+13.4%
8,963
+7.2%
0.22%
+7.5%
Q4 2016$1,101,000
+5.5%
8,363
+3.7%
0.20%
+4.7%
Q3 2016$1,044,000
+1.0%
8,063
-3.6%
0.19%
-0.5%
Q2 2016$1,034,000
+1.3%
8,363
-0.7%
0.19%
+1.6%
Q1 2016$1,021,000
+16.0%
8,425
+1051.0%
0.19%
+14.5%
Q4 2015$880,000
-1.7%
732
-90.5%
0.16%
-6.8%
Q3 2015$895,000
-4.1%
7,675
+4.8%
0.18%0.0%
Q2 2015$933,000
-2.0%
7,325
+2.1%
0.18%
-0.6%
Q1 2015$952,000
+8.6%
7,175
+1.1%
0.18%
+7.2%
Q4 2014$877,000
+5.3%
7,1000.0%0.17%
-1.2%
Q3 2014$833,000
-1.2%
7,1000.0%0.17%
-0.6%
Q2 2014$843,000
+4.6%
7,1000.0%0.17%
+0.6%
Q1 2014$806,000
+3.2%
7,1000.0%0.17%
+1.8%
Q4 2013$781,000
+7.3%
7,1000.0%0.16%
-1.2%
Q3 2013$728,000
+4.7%
7,100
-2.7%
0.17%
-1.2%
Q2 2013$695,0007,3000.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders