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 | ||||
---|---|---|---|---|---|---|
Q1 2020 | $13,938,000 | -28.4% | 105,875 | -3.1% | 5.98% | -15.9% |
Q4 2019 | $19,462,000 | +1.5% | 109,227 | -4.6% | 7.11% | -5.3% |
Q3 2019 | $19,180,000 | -2.7% | 114,440 | -2.9% | 7.50% | -10.2% |
Q2 2019 | $19,704,000 | -1.2% | 117,880 | -5.0% | 8.36% | -6.7% |
Q1 2019 | $19,948,000 | +7.8% | 124,095 | -7.3% | 8.96% | +2.3% |
Q4 2018 | $18,504,000 | -17.3% | 133,916 | -1.8% | 8.76% | +1515.9% |
Q3 2018 | $22,388,000 | +2.7% | 136,359 | -1.4% | 0.54% | -93.7% |
Q2 2018 | $21,805,000 | +0.2% | 138,324 | -2.0% | 8.55% | -4.3% |
Q1 2018 | $21,766,000 | -2.5% | 141,149 | -2.2% | 8.93% | +2.1% |
Q4 2017 | $22,329,000 | -3.9% | 144,264 | -8.7% | 8.74% | +1.1% |
Q3 2017 | $23,226,000 | +1.6% | 158,004 | -1.5% | 8.65% | -2.9% |
Q2 2017 | $22,857,000 | +0.4% | 160,379 | -1.9% | 8.91% | +5109.9% |
Q1 2017 | $22,764,000 | +4.6% | 163,493 | -1.1% | 0.17% | -98.1% |
Q4 2016 | $21,769,000 | +1.7% | 165,386 | -0.0% | 8.92% | -4.5% |
Q3 2016 | $21,415,000 | +3.7% | 165,443 | -1.0% | 9.34% | +1.3% |
Q2 2016 | $20,654,000 | +2.2% | 167,068 | +0.2% | 9.23% | +1.6% |
Q1 2016 | $20,210,000 | +3.0% | 166,713 | +2.0% | 9.08% | +8.0% |
Q4 2015 | $19,621,000 | +2.1% | 163,365 | -0.8% | 8.41% | -5.6% |
Q3 2015 | $19,218,000 | -8.6% | 164,726 | -0.2% | 8.91% | +114.1% |
Q2 2015 | $21,033,000 | -6.2% | 165,056 | -2.3% | 4.16% | -50.8% |
Q1 2015 | $22,415,000 | +7.6% | 168,921 | +0.2% | 8.46% | -5.1% |
Q4 2014 | $20,832,000 | +6.4% | 168,606 | +1.1% | 8.91% | +2.6% |
Q3 2014 | $19,570,000 | -13.8% | 166,828 | -12.8% | 8.69% | -14.8% |
Q2 2014 | $22,693,000 | +4.7% | 191,230 | +0.2% | 10.20% | -4.7% |
Q1 2014 | $21,671,000 | +4.7% | 190,805 | +1.4% | 10.71% | +7.3% |
Q4 2013 | $20,708,000 | +7.7% | 188,225 | +0.3% | 9.97% | -0.6% |
Q3 2013 | $19,227,000 | – | 187,615 | – | 10.04% | – |
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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% |