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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $350,302 | -1.3% | 1,682 | +4.3% | 0.04% | -5.1% |
| Q2 2023 | $354,832 | +24.9% | 1,612 | +19.7% | 0.04% | +30.0% |
| Q1 2023 | $284,032 | +2.6% | 1,347 | -0.9% | 0.03% | -6.2% |
| Q4 2022 | $276,883 | +4.5% | 1,359 | -3.8% | 0.03% | +3.2% |
| Q3 2022 | $265,000 | -9.2% | 1,412 | +15.0% | 0.03% | +19.2% |
| Q1 2022 | $292,000 | -3.3% | 1,228 | +3.6% | 0.03% | +13.0% |
| Q4 2021 | $302,000 | +26.4% | 1,185 | +77.7% | 0.02% | +15.0% |
| Q3 2021 | $239,000 | – | 667 | – | 0.02% | – |
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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% |