Performa Ltd (US), LLC - VANGUARD INDEX FDS ownership

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
Performa Ltd (US), LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$18,031,918
+146.3%
86,592
+160.4%
8.57%
+138.2%
Q2 2023$7,322,301
+10.7%
33,259
+6.0%
3.60%
+4.0%
Q1 2023$6,615,928
+19.6%
31,367
+15.6%
3.46%
+8.4%
Q4 2022$5,530,792
+38.3%
27,137
+27.5%
3.19%
+19.6%
Q3 2022$4,000,000
+35.6%
21,277
+42.1%
2.67%
+24.9%
Q2 2022$2,950,000
-15.3%
14,976
+5.4%
2.14%
+87.4%
Q1 2022$3,483,000
+121.4%
14,203
+130.0%
1.14%
+18.2%
Q4 2021$1,573,000
+55.6%
6,174
+44.6%
0.96%
+63.3%
Q3 2021$1,011,000
+30.5%
4,269
+30.8%
0.59%
+9.2%
Q2 2021$775,0003,2640.54%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
JMG Financial Group, Ltd. 1,226,387$201,017,00017.64%
Axiom Financial Strategies, LLC 130,418$21,377,00013.93%
TL Private Wealth 98,573$17,029,00013.64%
SEARCY FINANCIAL SERVICES INC /ADV 88,450$14,498,00012.08%
Riverpoint Wealth Management Holdings, LLC 175,195$28,716,00011.21%
MFA WEALTH ADVISORS, LLC 101,048$16,562,780,00010.70%
Northwest Quadrant Wealth Management, LLC 154,604$24,942,00010.51%
McIlrath & Eck, LLC 124,419$20,394,0009.45%
B & T Capital Management DBA Alpha Capital Management 168,142$27,560,0009.43%
Paracle Advisors, LLC 245,074$40,170,0009.36%
View complete list of VANGUARD INDEX FDS shareholders