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 | $333,809 | +13.7% | 1,603 | +20.2% | 0.01% | +10.0% |
Q2 2023 | $293,693 | +8.0% | 1,334 | +3.5% | 0.01% | 0.0% |
Q1 2023 | $271,876 | +2.6% | 1,289 | -0.8% | 0.01% | 0.0% |
Q4 2022 | $264,953 | +3.1% | 1,300 | -4.8% | 0.01% | 0.0% |
Q3 2022 | $257,000 | -4.5% | 1,366 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $269,000 | -18.7% | 1,366 | -1.7% | 0.01% | 0.0% |
Q1 2022 | $331,000 | +29.3% | 1,390 | +38.2% | 0.01% | +42.9% |
Q4 2021 | $256,000 | +28.0% | 1,006 | +18.9% | 0.01% | +16.7% |
Q3 2021 | $200,000 | -94.8% | 846 | -97.0% | 0.01% | -95.6% |
Q1 2017 | $3,880,000 | – | 27,862 | – | 0.14% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BCK Partners, Inc. | 117,550 | $24,478,654 | 15.26% |
TL Private Wealth | 118,648 | $24,685,931 | 14.14% |
Axiom Financial Strategies, LLC | 99,551 | $20,730,396 | 13.91% |
Conrad Siegel Investment Advisors, Inc. | 125,262 | $26,084,623 | 13.47% |
Northwest Quadrant Wealth Management, LLC | 223,403 | $46,521,416 | 13.06% |
OAK HILL WEALTH ADVISORS, LLC | 172,303 | $35,880,410 | 11.97% |
JMG Financial Group, Ltd. | 1,183,719 | $246,497,747 | 11.89% |
CONSILIO WEALTH ADVISORS, LLC | 99,247 | $20,141,211 | 11.71% |
SEARCY FINANCIAL SERVICES INC /ADV | 90,189 | $18,780,914 | 11.34% |
Stephens Consulting, LLC | 130,925 | $27,263,827 | 11.07% |