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 | $392,149 | -5.4% | 1,883 | +0.1% | 0.13% | -3.0% |
| Q2 2023 | $414,426 | +4.4% | 1,882 | 0.0% | 0.14% | +3.8% |
| Q1 2023 | $396,869 | +8.0% | 1,882 | +4.4% | 0.13% | -0.8% |
| Q4 2022 | $367,436 | +5.3% | 1,803 | -2.9% | 0.13% | +3.1% |
| Q3 2022 | $349,000 | +0.3% | 1,857 | +5.1% | 0.13% | +6.7% |
| Q2 2022 | $348,000 | -31.5% | 1,767 | -17.3% | 0.12% | -19.6% |
| Q1 2022 | $508,000 | -8.8% | 2,136 | -2.3% | 0.15% | -7.5% |
| Q4 2021 | $557,000 | -7.9% | 2,186 | -14.2% | 0.16% | -14.9% |
| Q2 2021 | $605,000 | +8.0% | 2,548 | +0.8% | 0.19% | +1.1% |
| Q1 2021 | $560,000 | – | 2,529 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spearhead Capital Advisors, LLC | 328,698 | $41,376,000 | 17.74% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 130,995 | $18,096,000 | 16.76% |
| SEARCY FINANCIAL SERVICES INC /ADV | 91,303 | $12,616,000 | 16.00% |
| JMG Financial Group, Ltd. | 955,251 | $131,997,000 | 15.16% |
| Riverpoint Wealth Management Holdings, LLC | 158,297 | $21,872,000 | 12.14% |
| Paracle Advisors, LLC | 233,287 | $32,235,000 | 9.38% |
| Northwest Quadrant Wealth Management, LLC | 120,961 | $18,109,000 | 9.05% |
| Nadler Financial Group, Inc. | 198,652 | $27,450,000 | 9.01% |
| Strategic Point Investment Advisors, LLC | 133,916 | $18,504,000 | 8.76% |
| Compass Financial Group, Inc. | 53,436 | $7,384,000 | 8.52% |