Penn Capital Management Company, LLC - 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
Penn Capital Management Company, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$335,880
-60.4%
1,613
-59.9%
0.03%
-60.0%
Q1 2023$847,476
+107.7%
4,018
+151.1%
0.08%
+107.3%
Q4 2021$408,000
+69.3%
1,600
-12.7%
0.04%
+2.5%
Q1 2020$241,000
-66.4%
1,832
-54.5%
0.04%
-46.7%
Q4 2019$718,000
+86.5%
4,030
+74.8%
0.08%
+97.4%
Q2 2019$385,000
-84.9%
2,306
+181.2%
0.04%
-85.0%
Q4 2018$2,551,000
+1156.7%
820
+1507.8%
0.25%
+1846.2%
Q4 2016$203,000510.01%
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