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 ↓ |
---|---|---|---|
JMG Financial Group, Ltd. | 747,274 | $115,663,000 | 13.74% |
Riverpoint Wealth Management Holdings, LLC | 134,706 | $20,855,000 | 13.01% |
Arlington Financial Advisors, LLC | 152,443 | $24,869,000 | 11.73% |
SRS Capital Advisors, Inc. | 156,508 | $24,224,000 | 10.51% |
Paracle Advisors, LLC | 391,544 | $57,708,000 | 10.24% |
O'Brien Wealth Partners LLC | 100,821 | $15,605,000 | 9.85% |
Nadler Financial Group, Inc. | 204,369 | $31,632,000 | 9.65% |
Strategic Point Investment Advisors, LLC | 144,264 | $22,329,000 | 8.74% |
McIlrath & Eck, LLC | 94,987 | $14,702,000 | 8.61% |
Northwest Quadrant Wealth Management, LLC | 81,333 | $12,380,000 | 8.55% |