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 ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders