Callan Capital, 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
Callan Capital, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,636,952
+25.3%
7,861
+32.5%
0.18%
+20.7%
Q2 2023$1,306,563
-1.2%
5,935
-5.4%
0.14%
-5.2%
Q1 2023$1,323,075
-46.0%
6,273
-47.8%
0.15%
-49.5%
Q4 2022$2,449,269
+296.3%
12,017
+265.6%
0.30%
+200.0%
Q3 2022$618,000
-5.2%
3,287
-0.6%
0.10%0.0%
Q2 2022$652,000
-74.4%
3,308
-69.0%
0.10%
-71.1%
Q1 2022$2,542,000
-6.6%
10,686
+0.0%
0.35%
-11.6%
Q4 2021$2,721,000
+248.8%
10,682
+224.2%
0.40%
+203.8%
Q3 2021$780,000
-0.1%
3,295
+0.1%
0.13%
-4.4%
Q2 2021$781,000
-38.5%
3,292
-42.6%
0.14%
-41.1%
Q1 2021$1,269,000
-0.3%
5,734
-6.8%
0.23%
-10.8%
Q4 2020$1,273,000
+10.6%
6,155
-5.7%
0.26%
+0.4%
Q3 2020$1,151,000
-2.1%
6,529
-9.0%
0.26%
-12.5%
Q2 2020$1,176,000
-74.2%
7,178
-79.3%
0.30%
-79.0%
Q1 2020$4,556,000
-29.7%
34,604
-4.8%
1.40%
-21.2%
Q4 2019$6,480,000
-0.5%
36,366
-6.4%
1.78%
-4.6%
Q3 2019$6,513,000
-2.1%
38,860
-2.4%
1.87%
-12.9%
Q2 2019$6,652,000
+0.4%
39,796
-3.4%
2.14%
-1.0%
Q1 2019$6,625,000
+13.2%
41,211
-2.7%
2.16%
+1.4%
Q4 2018$5,855,000
-18.0%
42,374
-2.5%
2.13%
-9.5%
Q3 2018$7,136,000
+4.8%
43,463
+0.6%
2.36%
-0.2%
Q2 2018$6,812,000
+1.9%
43,214
-0.3%
2.36%
+9.1%
Q1 2018$6,684,000
+0.2%
43,342
+0.5%
2.16%
-6.8%
Q4 2017$6,673,000
+4.3%
43,111
-0.9%
2.32%
-2.6%
Q3 2017$6,395,000
+2.9%
43,505
-0.3%
2.38%
+1.4%
Q2 2017$6,216,000
+1.8%
43,615
-0.6%
2.35%
-3.6%
Q1 2017$6,109,000
+3.2%
43,875
-2.5%
2.44%
-8.5%
Q4 2016$5,922,000
+2.6%
44,991
+0.9%
2.66%
+12.1%
Q3 2016$5,772,000
+3.9%
44,588
-0.8%
2.38%
+4.8%
Q2 2016$5,558,000
+2.0%
44,961
+0.0%
2.27%
-0.7%
Q1 2016$5,449,000
+1.0%
44,950
+0.1%
2.28%
+7.1%
Q4 2015$5,393,000
+15.9%
44,898
+12.6%
2.13%
-15.5%
Q3 2015$4,652,000
-8.8%
39,874
-0.4%
2.52%
+135.8%
Q2 2015$5,103,000
-1.8%
40,045
+2.3%
1.07%
-3.2%
Q1 2015$5,197,000
+12.3%
39,162
+4.6%
1.11%
+5.3%
Q4 2014$4,626,000
+4.3%
37,440
-1.0%
1.05%
-14.4%
Q3 2014$4,436,000
-2.9%
37,817
-1.8%
1.23%
+0.4%
Q2 2014$4,569,000
-15.1%
38,504
-18.7%
1.22%
-32.0%
Q1 2014$5,380,000
+15.0%
47,365
+11.4%
1.80%
+0.4%
Q4 2013$4,680,000
+21.5%
42,534
+13.2%
1.79%
-2.7%
Q3 2013$3,851,000
+29.8%
37,581
+20.5%
1.84%
+8.5%
Q2 2013$2,967,00031,1861.69%
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