VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 50 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $700,727 | -3.2% | 3,365 | +2.4% | 0.22% | +1.4% |
| Q2 2023 | $723,666 | +6.4% | 3,287 | +1.9% | 0.22% | +2.4% |
| Q1 2023 | $680,428 | +157771.9% | 3,226 | +52.6% | 0.21% | +51.8% |
| Q4 2022 | $431 | -99.9% | 2,114 | +1.6% | 0.14% | +2.2% |
| Q3 2022 | $392,000 | -4.6% | 2,081 | -0.2% | 0.14% | +4.6% |
| Q2 2022 | $411,000 | -14.6% | 2,086 | +3.2% | 0.13% | +1.6% |
| Q1 2022 | $481,000 | -3.2% | 2,021 | +3.5% | 0.13% | +1.6% |
| Q4 2021 | $497,000 | +6.0% | 1,953 | -1.3% | 0.13% | -5.3% |
| Q3 2021 | $469,000 | -0.4% | 1,979 | -0.3% | 0.13% | +0.8% |
| Q2 2021 | $471,000 | +8.5% | 1,985 | +1.4% | 0.13% | +3.1% |
| Q1 2021 | $434,000 | +0.9% | 1,958 | -5.9% | 0.13% | -4.5% |
| Q4 2020 | $430,000 | +7.0% | 2,080 | -8.6% | 0.13% | -0.7% |
| Q3 2020 | $402,000 | +1.8% | 2,276 | -5.7% | 0.14% | -3.6% |
| Q2 2020 | $395,000 | – | 2,414 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCK Partners, Inc. | 117,550 | $24,478,654 | 15.26% |
| TL Private Wealth | 118,648 | $24,685,931 | 14.14% |
| Axiom Financial Strategies, LLC | 99,551 | $20,730,396 | 13.91% |
| Conrad Siegel Investment Advisors, Inc. | 125,262 | $26,084,623 | 13.47% |
| Northwest Quadrant Wealth Management, LLC | 223,403 | $46,521,416 | 13.06% |
| OAK HILL WEALTH ADVISORS, LLC | 172,303 | $35,880,410 | 11.97% |
| JMG Financial Group, Ltd. | 1,183,719 | $246,497,747 | 11.89% |
| CONSILIO WEALTH ADVISORS, LLC | 99,247 | $20,141,211 | 11.71% |
| SEARCY FINANCIAL SERVICES INC /ADV | 90,189 | $18,780,914 | 11.34% |
| Stephens Consulting, LLC | 130,925 | $27,263,827 | 11.07% |